01 / Before — Dense by design
The integrated platform powering the future of financial advice
Explore the Envestnet platform — wealth management, financial planning, data & analytics, investment solutions, and retirement — unified for advisors and enterprises.
Wealth Management
Unified technology for advisors to manage client portfolios end-to-end.
Advisor Workstation
Portfolio Management
Trading & Rebalancing
Performance Reporting
Financial Planning
Goals-based planning tools that turn conversations into actionable plans.
MoneyGuide
Goals-Based Planning
Estate Planning
Insurance Planning
Tax Planning
Data & Analytics
Aggregated financial data and insights powering smarter decisions.
Data Aggregation
Account Verification
Analytics & Insights
Open Banking APIs
Investment Solutions
Managed portfolios, SMAs, UMAs, direct indexing, and alternatives.
Managed Accounts
SMA / UMA
Model Marketplace
Alternatives
Direct Indexing
Retirement Solutions
Plan administration and participant experience for retirement providers.
Plan Administration
Participant Experience
Advisor Tools
A buyer arrives to dozens of solutions across 5 categories. Valuable information, everywhere. Nowhere to start.