EnvestnetEnvestnet is a financial technology corporation that develops and distributes wealth management software and products. Its main offering is an advisory platform that integrates various services and software used by financial advisors in wealth management.
Vendor
Envestnet
Company Website
- Financial Planning
Envestnet's financial planning software empowers advisors with interactive tools to engage clients, deliver personalized plans, and drive better financial outcomes.
- Wealth Management Platform
Envestnet's Wealth Management Platform delivers integrated technology and solutions for advisors, supporting the entire wealth management process.
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