Envestnet
Envestnet offers a scalable wealth management technology platform that integrates trading, proposal generation, performance reporting, billing, and compliance. Designed for advisors and asset managers, the ecosystem supports the management of traditional and alternative investments, providing tools to enhance business efficiency and deliver comprehensive financial wellness solutions.
Contact Envestnet
Email: info@envestnet.com
Phone: +1 866 924 8912
Web: https://www.envestnet.com/
Products
Platform providing wealth and brokerage clients access to curated alternative investments including ... more...
CRM solution integrating investment management, financial planning, and client communication tools f... more...
Portfolio management and client relationship platform for financial advisors providing client onboar... more...
Financial planning software offering goal-based planning, retirement analysis, estate planning, tax ... more...