Envestnet Work

What is Envestnet?

Envestnet is a financial technology (fintech) and investment management platform that provides tools for financial advisors and broker-dealers to create, monitor, and optimize client investment portfolios.

Think of Envestnet as the technology and research engine that helps advisors and broker-dealers make informed investment decisions.

How Does Envestnet Work with the Broker-Dealer?

Envestnet partners with broker-dealers (like Osaic Wealth, Inc.) by providing:

 

A digital interface where financial advisors can manage client portfolios, analyze performance, and allocate assets.

Pre-built investment models designed by professionals to fit different risk tolerances and financial goals.

Automated tools that help advisors rebalance, track, and optimize investments based on market trends.

 
A system that helps advisors build long-term strategies for clients, including retirement planning and wealth management.
 

Example to Make It More Relatable

Think of your broker-dealer as a general contractor building a house. Envestnet is like a high-tech toolkit that provides the best materials, blueprints, and data to ensure the house is built efficiently and meets your needs.

Why This Matters to You

  • Better Investment Management: Envestnet helps your advisor select and manage investments more effectively.
  • Technology-Driven Insights: Your portfolio benefits from advanced analytics and research.
     
  • Customization & Flexibility: Your advisor can tailor investment strategies based on your specific financial goals.