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Envestnet
Envestnet provides wealth management technology and services to financial advisors and institutions, offering unified platforms for investment management and reporting.
Email: info@envestnet.com
Phone: +1 866 924 8912
Web: https://www.envestnet.com/
products
Envestnet MoneyGuide
Category: Financial Planning Tools
A financial planning software that offers goal-based planning, retirement analysis, estate planning, and cash flow management. The platform includes various modules for different planning needs and client engagement tools..
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Envestnet | Tamarac
Category: Client Onboarding Platforms
Client onboarding, document management, and performance reporting capabilities allow financial advisors to efficiently manage client relationships and streamline operations in one platform..
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Envestnet Advisor CRM
Category: Client Relationship Management (CRM) Systems
A comprehensive CRM solution that integrates investment management, financial planning, and client communication tools designed to improve advisor-client relationships..
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Envestnet Alternatives Exchange
Category: Alternative Investment Platforms
Offers wealth and brokerage clients access to a broad curated menu of private equity, hedge funds, real estate, and other alternative investments with digitized workflows for subscribing, monitoring, and reporting..
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