Bundled (multiple products/modules available)

Envestnet Advisor Suite

By Envestnet

35 E. Wacker Drive, 24th floor

Chicago, IL 60601



Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value. Envestnet solutions enable the transformation of wealth management into a transparent, independent, objective and fully-aligned standard of care, and empower advisors to deliver better results. Envestnet?s Advisor Suite® software empowers financial advisors to better manage client outcomes and strengthen their practice. Envestnet provides institutional-quality research and advanced portfolio solutions through our Portfolio Management Consultants group, Envestnet | PMC®. Envestnet | Tamarac provides leading rebalancing, reporting and practice management software. For more information on Envestnet, please visit www.envestnet.com

Services Offered

  • CRM
  • Portfolio management
  • Portfolio re-balancing
  • Account aggregation

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Contact for Additional Product Information

Lincoln Ross

Executive Vice President

(617) 692-9750


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