They work with independent financial advisors, small or mid-sized financial advisory firms, and larger financial institutions to provide a centrally-hosted technology platform that offers a wide range of investment solutions, services, investment managers, and custodians. Their Tamarac platform provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software to high-end RIAs, while their portfolio management consultants provide research and consulting services to assist advisors. Envestnet acquired Yodlee in 2015 to provide data aggregation services. With $5T in platform assets, Envestnet is transforming the way financial advice is delivered by empowering people to make better sense of their finances and live an Intelligent Financial Life™.