Featured Research

The 2013 InvestmentNews Adviser Technology Study

This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.

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

  • Financial planning
  • Portfolio management
  • Portfolio re-balancing
  • Document management
  • Compliance
  • Account aggregation
  • Additional services: Risk profiling, portfolio analysis, asset allocation tools, proposal generation and fee calculation, research and due diligence, portfolio construction, investment program selection, customizable, branded reports, client portal, communication and education, billing and account administration, account opening and servicing, custodial and trading interface, portfolio overlay and rebalancing

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Contact for Additional Product Information

Marion Asnes

managing director, chief marketing officer

(212) 642-7434


To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at IN-data@investmentnews.com.

For information about an enhanced product listing, please contact Ayana Reid at (212) 210-0774 or areid@investmentnews.com.