{"id":253243,"date":"2026-05-23T07:17:00","date_gmt":"2026-05-23T11:17:00","guid":{"rendered":"https:\/\/news-you-need.com\/index.php\/2026\/05\/23\/osaic-and-envestnet-expand-partnership-to-streamline-wealth-management-technology-for-advisors\/"},"modified":"2026-05-23T07:30:11","modified_gmt":"2026-05-23T11:30:11","slug":"osaic-and-envestnet-expand-partnership-to-streamline-wealth-management-technology-for-advisors","status":"publish","type":"post","link":"https:\/\/news-you-need.com\/index.php\/2026\/05\/23\/osaic-and-envestnet-expand-partnership-to-streamline-wealth-management-technology-for-advisors\/","title":{"rendered":"Osaic And Envestnet Expand Partnership To Streamline Wealth Management Technology For Advisors"},"content":{"rendered":"<p><a href=\"https:\/\/pulse2.com\/osaic-and-envestnet-expand-partnership-to-streamline-wealth-management-technology-for-advisors\/\">Osaic And Envestnet Expand Partnership To Streamline Wealth Management Technology For Advisors<\/a><\/p>\n<p><a href=\"https:\/\/pulse2.com\/osaic-and-envestnet-expand-partnership-to-streamline-wealth-management-technology-for-advisors\/\">https:\/\/pulse2.com\/osaic-and-envestnet-expand-partnership-to-streamline-wealth-management-technology-for-advisors\/<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-05-23 07:17:00<\/a><\/p>\n<p>Source Domain: <a href=\"pulse2.com\">pulse2.com<\/a><\/p>\n<p>Osaic is expanding its partnership with Envestnet to provide advisors with a more unified and integrated wealth management technology experience, helping drive scalability, operational efficiency, and business growth across Osaic\u2019s platform.<\/p>\n<p>The expanded relationship enables Osaic advisors to manage client assets more efficiently through a centralized platform powered by Envestnet\u2019s Adaptive WealthTech infrastructure. As of March 31, 2026, Envestnet supported more than 733,000 Osaic advisor accounts.<\/p>\n<p>The partnership reflects increasing industry adoption of advisory solutions such as unified managed accounts (UMAs), separately managed accounts (SMAs), and fund strategist provider (FSP) sleeves. These solutions are delivered through Osaic\u2019s Wealth Management Platform (WMP), which is powered by Envestnet and designed to streamline portfolio management while improving client outcomes.<\/p>\n<p>The firms are also increasing collaboration between their respective growth and consulting teams to help advisors accelerate business development and improve operational capabilities. Osaic said assets on its Wealth Management Platform increased 20% year over year from 2024 to 2025, highlighting continued advisor adoption of integrated wealth technology solutions.<\/p>\n<p>According to Cerulli, 87% of advisors believe their technology stack effectively supports key business objectives, while 35% cited improved client experience and 33% pointed to efficient investment management delivery as key benefits. Osaic and Envestnet said their collaboration is designed to help advisors realize those outcomes.<\/p>\n<p>The companies also highlighted growth in high-net-worth advisory capabilities through Envestnet Private Wealth. Adoption of Envestnet Private Wealth solutions across the Osaic platform has increased approximately 60% over the past two years. The offering gives advisors access to personalized portfolio construction capabilities for high-net-worth and ultra-high-net-worth clients,&#8230;<\/p>\n<p><a href=\"https:\/\/pulse2.com\/osaic-and-envestnet-expand-partnership-to-streamline-wealth-management-technology-for-advisors\/\">Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Osaic And Envestnet Expand Partnership To Streamline Wealth Management Technology For Advisors https:\/\/pulse2.com\/osaic-and-envestnet-expand-partnership-to-streamline-wealth-management-technology-for-advisors\/ Publish Date:&#8230;<\/p>\n","protected":false},"author":1,"featured_media":253244,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/cdn.pulse2.com\/cdn\/2024\/03\/Osaic-Logo.jpg","fifu_image_alt":"","footnotes":""},"categories":[8],"tags":[],"class_list":["post-253243","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology"],"_links":{"self":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/253243"}],"collection":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=253243"}],"version-history":[{"count":1,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/253243\/revisions"}],"predecessor-version":[{"id":253245,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/253243\/revisions\/253245"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/253244"}],"wp:attachment":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=253243"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=253243"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=253243"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}