Asset Managers
Combine your investment management capabilities with our platform to unlock next-level opportunities for your firm. Envestnet’s software for wealth and asset managers can help you expand the reach of your investment solutions and build a highly efficient business.
A partner to help you scale and increase distribution opportunities
An industry leader that exemplifies scale and enables access to a wide range of wealth solutions
A client base that represents 48 of the 50 largest wealth management and brokerage firms and 500+ of the largest RIAs
Experienced in helping managers expand their reach, seek efficiencies, and drive their businesses forward.
How Envestnet can support your business objectives
Expand access to your solutions
Gain access to thousands of financial advisors and broaden the distribution of your investment and fund management strategies.
Enhance your client’s portfolios
Build, manage, trade, report, service, and sell your firm’s proprietary portfolios with our open architecture platform. Envestnet portfolio management software and solutions support managed accounts, mutual funds, ETFs, workplace solutions and more.
Simplify billing
Envestnet Revenue Manager unlocks the full potential of your data, enabling precise revenue management and smarter strategic decisions—all while helping to maximize back-office ROI.
Advance your data approach
Our Manager Analytics offering enables access to data and intelligence you can use to help inform your go-to-market strategy and identify targeted opportunities for distribution conversations with firms from across our platform.
Explore sponsorship opportunities
Get in front of the firms and advisors that leverage the Envestnet ecosystem to manage their clients wealth. Learn more about our sponsorship opportunities for Envestnet Elevate.
Discover how Envestnet’s insights and efficiency can help grow your business
Connect with UsInsights for asset managers
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What 2024 election results mean for the economy and investments
The election is over, but the results are continuing to reverberate through the financial markets.
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Diversification builds resilience in volatile markets
This quarter’s performance is a reminder that diversification not only adds value, but also fosters resilience, which is key to ...
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Challenging 60/40 your portfolio allocations? Q2 2024 insights
Despite a brief April pullback, U.S. and global equities rose in Q2 2024, driven by strong economic performance and corporate ea...
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Takeaways from 20 years of Asset Manager of the Year
There is power in active management, going above and beyond for investors, and having a clearly defined investment thesis. There...
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Are active and passive ETFs gathering assets this year?
Envestnet’s ActivePassive research enables us to analyze the utilization of active and passive exchange-traded funds (ETFs) care...
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Is portfolio diversification working? Q1 2024 insights
From the surge in equity markets to the rise of gold, the first quarter of 2024 brought a lot of surprises. Amidst the uncertain...
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Relative Performance Across U.S. Factors was Narrower Q2 2023
Relative performance across U.S. factors was narrower this quarter than in the first.
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A Deeper Understanding of Structured Notes
Structured notes can offer a wide variety of often complex payoff structures tailored to fit various investment goals and object...
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Performance Perspectives: Navigating Sustainable Investing
Approaches to sustainable investing can vary widely.
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Mixed Results with Quality as a Leading Factor
Risk factor performance in the current market environment.
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Boston Partners Named Asset Manager of the Year 2023
Winners and finalists shined in an uncertain market.
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Congrats to the Envestnet 2023 Asset Manager Award Finalists
Recognizing high-conviction portfolio managers who go above and beyond for investors.
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Value Factor Continues to Lead the Pack
Risk factor performance in the current market environment.
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What is the Role of Fixed Income in 2023
Does fixed income still deserve a place in clients’ portfolios?
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4 trends we’re seeing in the strategist portfolio space
In recent years, advisors have increasingly partnered with strategist firms to enhance the investment management component of th...
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4 things to watch as non-transparent active ETFs hit the market
After 10 years of waiting, non-transparent and semi-transparent ETFs are finally hitting the market.
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Our latest research on active versus passive asset management
We previously released a white paper in 2014 examining the two types of asset management and decided it was time for an update t...
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Four reasons why Institutional Investors might buy negative-yield bonds
If I told you I that I would take your $10,000, invest it in bonds for 10 years, and give you back $9,999 in return, would you d...
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Insights from our 2019 “Top Active Managers”
We’re excited to announce the winners of the 15th annual Envestnet | PMC & Investment Advisor Asset Manager Awards.
Disclosure
The 2024 WealthManagement.com ("Wealthies") are awarded to firms who demonstrate outstanding achievement in support of financial advisor success. Neither Envestnet nor its affiliates paid any fees to be considered, and these awards are not indicative of any Envestnet product or strategy's future performance. Some individuals on the Wealthies judging panel are employees of Envestnet clients. The awards were granted in September 2024 with evaluation based on in the last 18 months.