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Envestnet Retirement Solutions

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Comprehensive retirement planning services for financial advisors and their clients.

Est. Price

~$108,000/yr est.

Update Frequency

daily

Pricing Tiers

1

Regions

1

Quality SignalsC

Freshness

Recently enriched

75

Complete

75%

API

No API

Product Overview

Financial Data and Wealth Management Platform$$$

Offering: Consumer financial data aggregation, transaction enrichment, and integrated wealth management software for financial institutions and RIAs.

Best for: Fintechs and wealth management firms building consumer-facing financial wellness or portfolio management applications.

Benefits
  • Extensive connectivity to thousands of global financial institutions
  • Robust transaction data enrichment and categorization capabilities
  • Integrated ecosystem combining data aggregation with wealth management workflows
  • Flexible delivery via REST API for real-time application integration
Drawbacks
⚠ High enterprise pricing can be prohibitive for smaller startups · ⚠ Complexity of platform integration due to broad product scope · ⚠ Data coverage gaps in emerging or non-core geographic markets

Product Intelligence

Value Score
20
quality per $
Coverage
38
geo × freq × depth
Try-ability
0
ease of trial

Product Details

Use Cases
retirement planningfiduciary management
Coverage
US
Delivery
SaaS

Pricing Tiers

Vedex estimate
~$108,000/yr est.
$9,000 estimated
UNKNOWNLOW

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Get an instant price estimate based on your organization profile — seats, usage rights, and contract term.Estimated ~$108,000/yr est.

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Web Authority

High Authority
52
11 mentions·2 platforms
Academic Papers
5 × 8 pts+40
LinkedIn
6 × 2 pts+12
Evidence5 sources
Academic Papers

Institutions' Return Expectations Across Assets and Time

Akin to Greenwood and Shleifer (2014), we assemble and analyze a comprehensive dataset of return expectations from several data sources. In ...

Academic Papers

The Subjective Risk and Return Expectations of ...

We use the long-term Capital Market Assumptions of major asset managers and in- stitutional investor consultants from 1987 to 2022 to study their subjective ...

Academic Papers

Exploitation Through Consumption:

Note: This dataset represents real average hourly earnings in 1957–1959 dollars, seasonally adjusted, with monthly frequency. The series is considered ...

Data Dictionary

Expected fields and columns in this data product

About Envestnet Retirement Solutions

Envestnet Retirement Solutions is an alternative data product offered by Envestnet, available on discovery. Data is updated daily. Vedex estimates pricing at roughly $108,000/yr (an estimate, not a vendor-published price).

Comprehensive retirement planning services for financial advisors and their clients.

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