Successful RIAs are always looking for ways to save time and create a more integrated experience for their clients. With Envestnet as your partner, you can do just that. Our broad array of integrated solutions can support you with best-in-class performance reporting, trading, financial planning, data aggregation, analytics, and so much more.

Here are five reasons why bundled solutions make sense for today’s high-performing RIAs:

  1. More integrated solutions can save you the time and effort of managing multiple vendors on separate platforms, giving you a greater ability to scale your business and focus on building deeper client relationships.
  2. A more cost-effective approach, with the option to customize the bundle of services for your business, can improve your practice’s efficiency while keeping costs in check.
  3. With a modular and open-architecture ecosystem, it’s easier for you to manage your day-to-day business in one environment.
  4. With a more efficient way to serve your clients’ evolving needs, you can create a stronger value proposition and a better client experience.
  5. When all the component parts come together seamlessly, it’s more powerful for your clients as you help them achieve financial wellness — and more powerful for the growth of your business.

We strongly believe in the power of integration so that you can serve your clients’ needs with a more unified advice platform. Take a closer look at the market-leading Envestnet solutions available for bundling and the benefit to you and your clients:

  • Envestnet | Tamarac. The Envestnet | Tamarac suite focuses on helping you manage your day-to-day business operations. Best used in its full-suite iteration, including Reporting, Trading and CRM, each tool is best-of-breed on its own:
    • Tamarac Reporting. The central location for client assets, the Envestnet |Tamarac Reporting platform provides advisor, operations, and client portals with interactive and up-to-date data, accessible from anywhere. It delivers a range of interactive and customizable reports on everything from transactional information to holdings, account performance, asset allocation, capital flows, and much more.
    • Tamarac Trading. A premier portfolio rebalancing and trading application. You can build scale by implementing your best thinking across your entire client base, both quickly and efficiently.
    • Tamarac CRM. The hub for client data, built as a firm-level, cloud-based application that is explicitly designed for RIAs. Because the CRM is integrated with a broad range of data resources, it can provide a differentiated experience.
  • Envestnet | MoneyGuide. The Envestnet | MoneyGuide suite focuses exclusively on helping you use financial planning to more effectively motivate clients to create, implement and maintain an investment strategy that best meets their lifetime financial goals. You can choose the level of software that makes the most sense for your practice:
    • MoneyGuidePro provides you with sophisticated solutions and smart assumptions to help you navigate the complex financial elements of your clients’ lives.
    • MyBlocks offers interactive modules that allow your clients to explore their lives and discover powerful answers to complex questions, all in a fun way.
  • Envestnet Yodlee. As the leading data aggregation and data analytics platform, Envestnet Yodlee helps you to have a fuller picture of held and held-away assets so that you can offer your clients a more comprehensive approach to wealth management.
  • Envestnet Analytics. With Envestnet Analytics, you can access holistic business management intelligence through detailed reporting services and personalized dashboard experiences. You can apply advanced analytics tools to a comprehensive set of data to uncover practice and portfolio trends and business advantages – and leverage data to better understand client investment decisions and provide insight.

Learn More

Learn more about how our bundled solutions can help you enhance the services you provide to your clients. For more details on our integrated offerings, visit, or give us a call at 866-525-8811.

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