Envestnet Wealth Data Platform

The Data & Analytics platform architecture features flexible and modular components so you can deploy solutions that drive revenue and provide targeted services to your customers.

How to Master Data and Prepare for the Future of Wealth Management

Ask any wealth manager how much data they have about their clients–they’ll probably answer “plenty.” Years of investing, portfolio management, and goal-planning naturally yields lots of data.

Insights Engine: The Advisors Best Friend

Envestnet Enterprise Advanced Dashboards

With the Advanced Dashboards, you have daily insight into your sales and redemptions and can gain unprecedented understanding of your opportunities for each of your product types.

Envestnet Enterprise Basic Dashboards

Envestnet Analytics provides you with the answers you need to optimize your business within the Envestnet universe of over 1,000 financial advisory firms.

Envestnet Emerging Manager

Envestnet Analytics has been a critical tool for some of the most successful money managers, helping them find their best opportunities and stay ahead of the competition.

Enterprise Capital Gains

Envestnet | Yodlee & FinGoal Aggregator Switch Kit

Leveraging the Aggregator Switch Kit powered by the FinGoal Insights Platform, developers can switch to Yodlee’s data aggregation in a matter of minutes with no disruption to current users.

Envestnet Bank Data Platform Data Sheet

The Data & Analytics platform architecture features flexible and modular components so you can deploy solutions that drive revenue and provide targeted services to your customers.

Envestnet SMB Portal Admin View

The Envestnet SMB Portal’s Admin View helps identify opportunities for proactive, strategic outreach–sales opportunities, financial wellness, business guidance–and is designed to drive value for SMBs.

Envestnet Micro-Savings and Insights

Financial Service Providers can gain an advantage by growing deposits and enabling consumers to set and achieve savings goals with automated goal-based saving technology. consumers to set and achieve

Envestnet SMB Portal

Drive Small and Mid-Sized Businesses (SMB) strategy through a scalable white labeled solution that integrates data from the critical applications SMBs use to run their business.

Envestnet | Yodlee Financial Data Aggregation

Envestnet® | Yodlee® offers extensive data connectivity for a range of use cases fueled by bank, credit card, investment, loans, and other account types.

Envestnet Data & Analytics Platform

Learn how Envestnet Data & Analytics can help support your business with data connectivity, analytics and intelligence, and experiences to support an Intelligent Financial Life for your customers.