Expanding Your Investment Capabilities

In today’s fast-paced financial landscape, clients’ expectations of the services provided by their financial advisors have grown tremendously. As the industry continues to evolve, it is essential to adapt and incorporate innovative strategies into your practice to meet these heightened demands. Ensuring that you can effectively manage your day-to-day responsibilities while enhancing client relationships and increasing productivity and revenue has never been more crucial.

Leveraging managed accounts can help you efficiently address client needs and optimize outcomes

  • 98% of advisors report they deliver better investment solutions as a result of outsourcing.1
  • 69% of advisors believe outsourcing will allow them to spend more time with clients, addressing other needs and concerns.1
  • The majority of advisors who are outsourcing today believe it has allowed them to increase their firms’ revenue.1

We’ve created a program to make it easy for RIAs to get started.

Introducing the Envestnet RIA Marketplace

The Envestnet RIA Marketplace is a newly created program that offers advisors a low-cost managed account solution. It was built to allow you to expand your investment capabilities through access to third-party money managers, and ultimately assist you in delivering personalized portfolio management that aligns with your clients’ evolving financial goals and expectations

Advisors can access a suite of nearly 200 Fund Strategist Programs (FSPs) from BlackRock, Fidelity®, Franklin Templeton, State Street Global Advisors and Envestnet | PMC. And even better, Envestnet | Tamarac clients can gain access to FSPs at zero platform fee.*

If you’re interested in reducing time and cost related to portfolio construction and investment management so you can spend more time with your clients, contact our team today to learn more.

Get Connected to Learn More

Envestnet is providing this endorsement in connection with a strategic partnership we have entered into with BlackRock, SSGA, Fidelity, and the affiliated registered investment advisers of Franklin Templeton (each a “Premier Partner”). The Premier Partners will pay Envestnet compensation for this endorsement, which creates an incentive for Envestnet to recommend Premier Partners to you, resulting in a material conflict of interest for Envestnet. For more information regarding the Premier Partner compensation to Envestnet and related conflicts, please see Envestnet’s Form ADV Part 2A.

Potential Benefits of the

RIA Marketplace

  • Access to Nearly 200 Models

    Provide your clients with wide exposure to diverse asset classes from reputable managers.

  • No Platform Fee*

    Managers help offset fees otherwise charged to clients, such as model management fees and/or platform fees.

  • Drive Efficiency

    Reduce time and cost related portfolio construction, investment management, and trading administration.

  • More Time with Clients

    Streamline your backend processes and free up more time to build meaningful relationships with your clients.

Learn More & Additional Resources

RIA Marketplace
Model Portfolio Brochure

Review our suite of eligible Fund Strategist Programs.

RIA Marketplace
Quick Start Guide

Learn how to access and start utilizing RIA Marketplace

RIA Marketplace
External FAQ

Access quick answers to commonly asked questions.