Financial Professionals
With Envestnet’s technology in place, you’re free to focus on what’s most important: deepening client relationships, delivering more personalized portfolios, and growing your practice.
70% of clients choose advisors based on their level of personalization
By simplifying and streamlining practice management, Envestnet empowers financial professionals to prioritize focus on one thing: the unique financial picture of each of their clients. Envestnet’s data-driven ecosystem of technology, intelligence, and solutions is designed to grow the relationship-based practices of: Broker-dealer representatives Bank wealth management advisors Dually registered advisors Advisors to nonprofit organizations (NPOs) Family offices
Explore the Ecosystem
How Envestnet helps drive the growth of your practice
Greater Personalization
By generating data-driven insights, Envestnet enables you to see the unique financial picture of each client and provide them with tailored advice and personalized portfolios.
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.
Streamlined Management
Utilize technology to lessen time spent on administrative tasks, from automatic account monitoring and drift alerts to efficient rebalancing tools and archivable action plans and communications.
Holistic Wealth Solutions
Envestnet’s interconnected ecosystem readily surfaces opportunities for more holistic wealth solutions. As you serve your client base more thoroughly, you’ll also drive significant revenue growth.
Increased Scale
By eliminating legacy systems and implementing data-driven personalization, you can easily scale from supporting hundreds to thousands of households – and beyond.
Explore solutions designed to help you meet your goals
Discover how Envestnet’s technology can bring you closer than ever to your clients
Connect with UsInsights & events for financial professionals
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Start the year with financial planning that builds trust
The beginning of the year can be an opportunity to reinforce value, strengthen relationships, and set the foundation for growth.
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Holistic Financial Planning 101
There’s financial planning. And then there’s holistic financial planning. Understanding the difference can help advisors move fr...
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High-net-worth financial planning strategies for advisors
Financial planning does more than help high-net-worth clients reach their goals—it builds the trust and relationships that grow ...
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Attracting millennial millionaires: A guide for modern advisors
Millennials—innovative, results-oriented, and collaborative—represent an attractive opportunity for advisors who are prepared to...
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Supporting suddenly single clients through life transitions
When clients become suddenly single, financial advisors are uniquely positioned to help them through the transition with empathy...
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The advisor‘s guide to planning for those with special needs
Proactive special needs planning protects benefits, ensures stability, and strengthens client relationships.
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Retirement crisis: Money fears outweigh death
Lessen the fear of going broke: How modern financial planning transforms client relationships.
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How First Command and Envestnet keep the client first
First Command’s story is proof that transformation is not only possible—it’s scalable.
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Financial planning for the family unit
Advisors who engage the entire family in holistic financial planning have the opportunity to build deeper relationships, drive c...
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Why 90% of advisors charge for financial planning
Advisors who aren't charging for financial planning may be leaving money—and value—on the table. Our Envestnet | MoneyGuide surv...
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Why financial planning is the key to success in wealth management
In wealth management, starting with a financial plan is essential—it ensures every decision is tailored to your client's unique ...
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Celebrity estate planning mistakes: Lessons from the rich and famous
Celebrity estate planning blunders offer valuable lessons. By examining these high-profile mistakes, financial advisors can help...
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Cash flow vs. goals-based planning: Prescribing the right plan
No client is the same. When it comes to cash flow-based planning and goals-based planning, how do you prescribe the right amount...
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The Solution to Reaching Younger Generations
A look into the opportunity amidst the Great Wealth Transfer.
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Understanding How Your Clients Think About Retirement is Key
Each generation is approaching the milestone differently.
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Effective Client Engagement Tactics Require Personalization
Data shows that your clients need you.
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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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3 tax management approaches to help demonstrate your value during market volatility
Given recent market volatility, your clients are likely concerned about their finances and worried about the future.
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Using behavioral finance concepts to create better client relationships in a bear market
Incorporating behavioral finance concepts into your financial planning process can help you and your clients stay on track for m...
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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...
1 Envestnet, The Advisor’s Playbook for Leading Your Clients Forward, 2020