Financial Institutions
Drive scalable growth with technology, data, and holistic solutions that enhance the client experience.
16 of the 20 largest U.S. banks use Envestnet data
Via our ecosystem of technology, solutions, and intelligence, Envestnet enables financial institutions to increase efficiency while making the Intelligent Financial Life™ possible for their clients. Envestnet is tailored to the needs of: Wealth management firms Banks and trust companies Credit unions
Explore the Ecosystem
Envestnet helps position your institution to deliver:
Enhanced Client Experience
By creating a 360° view of your clients’ finances, Envestnet uncovers insights, simplifies the big picture, and provides clients with clarity and confidence.
Greater Personalization
Using data-driven insights, Envestnet enables your institution to transform one-size-fits-all service into a personalized experience for each client.
Transparency
Envestnet's custom report generation makes it easy for home offices to monitor the performance and product choices of individual advisors, including their proposal generations, sales, and redemptions.
Drive Revenue
Envestnet's financial wellness ecosystem helps surface opportunities for more holistic wealth solutions, better equipping you to provide actionable recommendations and be well positioned for revenue growth.
Efficiency at Scale
Focus on what matters: client relationships. Envestnet’s integrated system streamlines back-office tasks with intelligent automation.
Explore the solutions that power financial institutions
Let’s talk about how Envestnet can transform your business
Connect with UsInsights and events for your industry
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Finding success in an unlikely city
How Alli Jordan of LibertyFi found success in an unlikely city and empowers advisors across the U.S. with the help of the Envest...
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The path to success
How Park Avenue Securities helps drives business for its associates through technology, teaming, and relationships, all with the...
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Success through partnership and growth
Through partnership and growth, Osaic is leading the way for advisors to drive business and take advantage of key Envestnet tech...
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Research shows age and affluence affect investor behavior
A deeper understanding of how different investors perceive the market and their own portfolios can help you to better support yo...
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Driving client conversations for every generation with BlackRock
Elizabeth Koehler shares that trust is a critical component of advisor-client relationships, across generations.
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The Solution to Reaching Younger Generations
A look into the opportunity amidst the Great Wealth Transfer.
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Key Takeaways From the Battle of the Ages
The generational divide and its implication for investors.
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AIF Designation Scholarships Encourage Diversity
The proven benefits of diverse environments.
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Effective Client Engagement Tactics Require Personalization
Data shows that your clients need you.
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A New Category of Financial Services: Embedded Finance
Now’s the time to get familiar with embedded finance because it’s changing the landscape of investing.
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How Envestnet is supporting our clients during the COVID-19 crisis
As we collectively deal with a global pandemic and historic market volatility, our team continues to operate with a focus on del...
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Complimentary access to our MyBlocks financial planning tools
Americans are collectively dealing with the impact of COVID-19, and it’s a scary time. At Envestnet, we want to do our part to h...
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6 ways to support your clients during periods of market volatility
In times of market volatility, investors need the ability to turn to a real person and ask the most human question: “What should...
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Grow your practice in 2020: Attracting and servicing young investors
For a number of years, the impending “great wealth transfer” has been a hot topic in the financial services community.
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Envestnet’s comprehensive lending solution: A path to providing unified advice
Today’s investors want advice based on their entire financial picture, which encompasses planning, investing, managing credit, a...
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Build a tech stack to help your clients achieve financial wellness
Technology is a seamless part of the lives of most Americans today.
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Market volatility doesn’t have to mean client anxiety
Fall has historically brought increased market volatility.
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Explore recent innovations in the 3(38) market
Small business 401k plans are increasingly becoming a viable growth option for financial advisors, but it can be difficult to na...
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Chicago Ideas: Financial wellness incubation with FinTech
Chicago Ideas is a movement built on one core belief: When a broad spectrum of thinkers and instigators share ideas, we have the...
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Continual innovation
ENVathon is a platform of innovation for Envestnet, and this year’s event culminated in a final competition at our offices in Tr...