Envestnet Wealth Management Platform
The Envestnet Wealth Management Platform is an end-to-end technology solution designed to unify every stage of the wealth management experience. Built for financial advisors, enterprises, and institutions, it connects financial planning, investment solutions, and client engagement in one scalable ecosystem. The platform provides a single access point for managing portfolios, proposals, accounts, and reporting—all seamlessly integrated with Envestnet’s data intelligence and partner network. Advisors benefit from a holistic, data-driven, and configurable environment that simplifies operations and enhances client outcomes. Recognized as one of the industry’s most innovative and unified wealth platforms, it enables firms to deliver personalized, compliant, and efficient advice at scale. Envestnet empowers advisors to move effortlessly from strategy to execution while deepening client relationships through smarter technology.
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Advisor360°
Improve automation and advisor efficiency with our unified digital wealth management platform. Deliver a more connected digital wealth management experience. Choose your main challenge and we’ll guide you to the right solution. Provide a complete and unified digital wealth management experience for your advisors. We provide complete and unified software to manage the digital wealth experience. Manage the wealth needs of all advisors and clients across all lines of business, from investments to banking to insurance, on a comprehensive platform that integrates with your existing technology footprint. Decisions and results cannot come from data that is inconsistent and disconnected. We leverage a proprietary approach to simplify and unify your data. Our intuitive applications speed up your time to market and empower smarter, faster decisions. We combine our deep wealth management and enterprise software expertise to deliver innovative solutions configured for your business.
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Summit
Summit Wealth is a software company specializing in innovative financial technology solutions designed for wealth management professionals and financial advisors. The company develops intuitive, data-driven platforms that streamline portfolio management, client reporting, financial planning, and performance analytics. With a focus on user-friendly interfaces and advanced integration capabilities, Summit Wealth enables financial professionals to deliver personalized advice and exceptional service to their clients. Known for its commitment to innovation and reliability, Summit Wealth empowers organizations to optimize their operations, enhance decision-making, and achieve superior client outcomes in a competitive financial landscape.
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Allvue
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth.
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