We were joined at #ENVElevate by panelists from BlackRock, Fidelity Investments, Franklin Templeton, and State Street SPDR ETFs to explore how our continued collaboration can help fuel efficiency, growth, and innovation in wealth management.

“Innovation never stops, and if we’re not thinking about how to make our products better and where our business is going, someone else will. I work to stay ahead of the innovations that others are doing in the wealth management technology space.” - Chris Todd, CEO, Envestnet

"Being an advisor is harder than it's ever been. Our RIA Marketplace can help you scale capabilities while delivering personalized portfolios aligned with your clients’ goals and expectations." - Phill Rogerson, Head of RIA Channel, Envestnet bit.ly/4imJs0m #ENVElevate

Our dynamic Envestnet | Tamarac platform will undergo some exciting changes in 2025, including enhancements in sync optimization, account creation, and process automation, to name a few. Stay tuned! #ENVElevate

Clients like Evermay are using Envestnet | Tamarac to simplify operations and elevate the client experience. By streamlining workflows and automating key tasks, advisors can focus more on what matters most—relationships and growth. See how: bit.ly/42Wf9ZT

RIAs are establishing strong training & apprenticeship programs. Why? They know that, at some point, they are going to retire, and want a business that will be sustainable, they need to attract and develop younger advisors who can carry on their legacy. #ENVElevate

#ENVelevate Takeaways: wealthtechtoday.com/2025/04/23/env… 🔹 New Tamarac enhancements makes CRM the command center 🔹 We aren't just layering on AI—we are building it into the foundation 🔹Our clients showcased how they turn dashboards, audits, and proposal tools into tools for growth.

Q1 2025 was a whirlwind for investors, with early gains giving way to rising uncertainty. Commodities led the way, while diversification proved critical. Our ActivePassive® Scorecard shows active funds outperforming in 6 of 19 categories. bit.ly/434yVBg

The Envestnet RIA Marketplace gives advisors access to nearly 200 low-cost Fund Strategist Programs from top asset managers—helping you streamline operations, scale efficiently, and deliver more value. bit.ly/4mcYGrO

Advisors who outsource investment management save up to nine hours every week. Those are nine additional hours available for deepening client relationships, broadening service offerings, and expanding the client base. envestnet.com/financial-inte…

We’re excited to roll out the latest enhancements to Tamarac Reporting and Trading — designed to power up your workflows and drive real results. envestnet.com/financial-inte…

RIAs are told to scale—but how? Start with performance reporting software that delivers the insights, efficiency, and transparency your clients expect. envestnet.com/financial-inte…

Over the next decade, over 100,000 financial advisors are expected to retire. Your legacy, built on trust and relationships, deserves to endure. envestnet.com/practice-manag…

Feeling unsure about tariffs? You’re not alone. Today’s 16% average U.S. tariff rate is the highest since the 1930s—uncharted territory for modern investors. Here’s how advisors can adapt: bit.ly/4jM1Lge

What if you could restructure your day to focus less on backend processes and trading administration, and more on client relationships? Leveraging managed accounts can help you efficiently address client needs and optimize outcomes. bit.ly/442SnyR

At this year's #ENVElevate, a panel of advanced Tamarac users shared their strategies for going beyond the basics. These aren’t typical users — they’re the ones pushing boundaries with smart strategy, streamlined workflows, and creative integrations. bit.ly/4n1vAMq

Explore what it takes to build the ultimate RIA tech stack, from data integration and AI to client experience and investment management. Whether you're consolidating platforms or future-proofing your business, this guide is a must-read. envestnet.com/financial-inte…

Are you spending too much time managing complexity and not enough time growing relationships? envestnet.com/wealth-managem… A UMA structure gives you more control without more complexity—freeing you up to focus on client service, not administration.

Major industry shifts are creating new opportunities in the RIA space. Think generational wealth transfers, AI adoption, alternative investments, and the increasing need for integrated technology. bit.ly/3IiGttt

RIAs need a platform that integrates seamlessly with your advisory process, simplifies client communication, and scales with your practice as it grows. Explore how Tamarac CRM supports RIAs at every stage of the client journey: bit.ly/4nOVvaz