Envestnet Insights

What is Envestnet?

Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. It provides a comprehensive platform for wealth management, enabling advisors to manage client accounts, create financial plans, and access investment research and tools. Envestnet's platform helps advisors streamline their operations, improve client outcomes, and grow their businesses. They offer various services including data aggregation, analytics, investment solutions and financial planning tools.

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What other technologies are related to Envestnet?

Envestnet Competitor Technologies

NMCIR

NMCIR is a competitor in the investment management and reporting space, offering similar functionalities to Envestnet's platform.

mentioned alongside Envestnet in 100% (54) of relevant job posts

NetX360

NetX360 is a competitor platform that provides similar portfolio management and trading capabilities for financial advisors, thus competing with Envestnet.

mentioned alongside Envestnet in 21% (113) of relevant job posts

Tamarac

Tamarac is a direct competitor, offering portfolio management, reporting, and trading solutions for RIAs, similar to Envestnet's capabilities.

mentioned alongside Envestnet in 5% (53) of relevant job posts

Orion

Orion provides portfolio accounting, trading, and reporting solutions for advisors, making it a direct competitor to Envestnet.

mentioned alongside Envestnet in 2% (97) of relevant job posts

Envestnet Complementary Technologies

Docupace

Docupace provides document management and workflow automation, which can integrate with Envestnet to streamline advisor operations, making it complementary.

mentioned alongside Envestnet in 22% (56) of relevant job posts

Morningstar

Morningstar provides investment research, data, and analytics that can be used in conjunction with Envestnet's platform to enhance investment decisions, so it's complementary.

mentioned alongside Envestnet in 5% (173) of relevant job posts

Redtail

Redtail is a CRM system commonly used by financial advisors. It can be integrated with Envestnet to manage client relationships and data more effectively, so it's complementary.

mentioned alongside Envestnet in 7% (86) of relevant job posts