Envestnet
The intelligent financial life.
Overview
Envestnet offers a comprehensive suite of solutions for wealth management, including financial planning, portfolio management, and practice management tools. It empowers advisors to deliver better outcomes for their clients by providing them with the technology and intelligence they need to succeed.
✨ Key Features
- Financial planning
- Portfolio management and reporting
- Trading and rebalancing
- Practice management and analytics
- Data aggregation and analytics
🎯 Key Differentiators
- Comprehensive, end-to-end platform for wealth management
- Strong focus on data aggregation and analytics
- Extensive network of integrations and partnerships
Unique Value: Empowers financial advisors to deliver a more intelligent and personalized financial life for their clients through a unified and data-driven platform.
🎯 Use Cases (3)
✅ Best For
- Providing a unified platform for financial planning and investment management.
- Delivering personalized and goals-based advice to clients.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- NA
🏆 Alternatives
Offers a more comprehensive and integrated suite of solutions for wealth management, from financial planning to investment execution.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
Free tier: NA
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