★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Envestnet Wealth Management Platform Review, Pricing, and Features
Envestnet Wealth Management Platform
Envestnet Wealth Management Platform is an enterprise wealthtech ecosystem for RIAs, broker-dealers, banks, asset managers, and fintechs. It is useful when a firm needs advisor workflows across planning, proposals, trading, reporting, billing, client portals, data, APIs, and integrations rather than a self-directed investing app.
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Pricing
Contact for pricing · Enterprise
Enterprise / Platform License
Modular enterprise licensing for the Wealth Management Platform and related products (Tamarac, MoneyGuide, BillFin, Payments, Data & Analytics and APIs). Pricing and entitlements are determined via sales engagement; public per‑user or AUM pricing is not listed.
Key features
- Tools for running advisor workflows from financial planning and proposals through account opening, trading, reporting, billing, and ongoing client review.
- Envestnet | Tamarac modules for model management, account monitoring, trading, rebalancing, reconciliation, portfolio analysis, client reporting, and billing.
- Tools for building UMA and model-portfolio workflows with sleeve-level management, proposal tools, custom models, and personalization at scale.
- MoneyGuide, BillFin, Payments, Data & Analytics, and Yodlee capabilities where the firm licenses the relevant modules.
- Management tools for advisory billing with AUM fee schedules, household billing, advance or arrears billing, proration, invoices, reminders, fee splitting, and custodian file exports.
- Support enterprise data and API workflows through Envestnet developer products, Tamarac APIs, Yodlee-style data access, and webhook-capable integrations.
- Risk and proposal analytics such as efficient-frontier views, Monte Carlo simulations, product correlation, and scenario-style portfolio analysis where enabled.
- Provide client and advisor portals across web and mobile for account information, reporting, and firm-branded wealth experiences.
- Enterprise controls such as SOC 2-oriented security posture, SAML SSO, encryption, and implementation support for professional firms.
- Modular enterprise contracting: pricing, entitlements, integrations, data access, and implementation scope are determined through sales engagement.
- Envestnet is professional wealth-management infrastructure, not a consumer portfolio tracker, stock screener, broker for retail users, or simple watchlist app.
FAQ
Is Envestnet Wealth Management Platform free?
No. Envestnet Wealth Management Platform does not offer a free plan. Expect other pricing when you onboard. Check the vendor site for the most recent offers. Enterprise quotes are handled directly with the vendor.
Who is Envestnet Wealth Management Platform best for?
Envestnet Wealth Management Platform is built for Institutional Investors, Financial Advisors, RIAs / Wealth Firms, Family Offices, and Asset Managers. It suits intermediate and advanced users.
What platforms and connections does Envestnet Wealth Management Platform support?
You can use Envestnet Wealth Management Platform on Web and Mobile. Envestnet Wealth Management Platform offers an API (REST) with APIKey authentication. Integrations include Schwab, Fidelity, RBC, Interactive Brokers, Folio Institutional, LPL Financial + 5 more.
Which markets does Envestnet Wealth Management Platform cover?
Envestnet Wealth Management Platform covers North America, Europe, APAC, LatAm, Middle East, and Africa. It tracks Stocks, ETFs, Mutual Funds, Funds, Bonds, Real Estate + 2 more.
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