Envestnet is investing $1 billion over five years to transform advisor technology. The initiative enhances unified managed account capabilities with advisor-traded sleeves, seamless alternatives integration, and true household-level rebalancing. Advisors maintain control over investment decisions while outsourcing trading tasks across multiple custodians. Enhanced Envestnet | Tamarac integration delivers clearer client reporting and simplified portfolio management. The investment supports both cutting-edge technology and expanded human support, helping RIAs of all sizes scale efficiently while keeping client relationships at the center of the experience.
“The star in our logo is a nod to Orion’s celestial namesake and to the advisors we serve — our true north. They’re building the future of wealth management, and our platform is the engine behind their growth."
The updated tool allows firms to optimize tax efficiency across households and individual accounts, while freeing advisors to focus on delivering meaningful client outcomes.
Absolute Capital’s W.I.N. platform enables advisors to manage workplace retirement accounts before rollover—turning off-limits assets into growth opportunities. With compliant integration, direct fee billing, and access to thousands of securities beyond limited plan menus, advisors can serve younger professionals, strengthen client relationships, and capture a $4 trillion market where 99% of accounts lack advisor management. No competing advisors to displace, faster sales cycles, and seamless integration with existing practice models.
Newcomer Convexitas added an options strategy. John Hancock Investment Management, Nuveen Asset Management, and ZEGA Investments also expanded their current offerings to respectively include all cap core, small cap core, international value ADR, and a tactical ETF options strategies.
"Since we began generating this data, Insights related to IRA contributions and underperforming products have consistently ranked among the most utilized—highlighting ongoing advisor focus on retirement planning and identifying underperforming holdings within client portfolios."
"We're building more than portfolios," said Persson. "We're building frameworks that let advisors move their businesses upstream, without sacrificing control, precision, or tax outcomes. By combining traditional, alternative, and direct indexing with long-short capabilities and coordinated income-offset strategies, we're helping investors do more than grow—we're helping them keep more."
