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software
Investnet
1 creator use or recommend it
1 use
Last discussed Jul 7, 2026
Investnet (Envestnet) is a financial services platform offering investment management, trading, and a wide shelf of third-party strategists and SMA managers for financial advisors.
Recently discussed in
Ep 497: Growing From Solo To Siloed Partnership To A $3.3B Enterprise Ensemble (Without Taking Ou...
Shane Morrow · Jul 7, 2026
What creators say
SM
Shane Morrow
uses
Used for: Trading and managing third-party SMA models at scale for approximately $3 billion in client assets
Praised: Provides scale and efficiency for managing large AUM; wide shelf of specializ...
"We leverage Investnet platform and it's built into the client fee whether we use our advisor managed models or SMA managers. Investnet is ultimately the one doing the actual trading across outside models."
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