The partnership brings model portfolios and enhanced portfolio management tools to advisers.
Envestnet, a Pennsylvania-based adaptive wealth technology firm, has expanded its relationship with Vanguard, a leading global asset manager, to help advisers streamline investing from a manual process into a scalable client value proposition. The development follows Envestnet’s expansion of strategic partnership with iCapital The collaboration deepens how the firms jointly serve financial advisers and broadens access to tax-efficient, personalised investment capabilities through