BERWYN, Pa., May 19, 2026 /PRNewswire/ — Envestnet, the leading Adaptive WealthTech company, today announced a series of enhancements and milestones across its Wealth Solutions business, reinforcing its commitment to helping advisors deliver more personalized, scalable investment strategies. Showcased on the mainstage and throughout sessions at its annual Elevate 2026 conference, the enhancements improve scalability for managing alternative investments and fixed income allocations, helping advisors operate more efficiently while meeting increasingly sophisticated client needs.
“Advisor, home office, and investor needs are evolving, and our focus is on meeting that moment with a robust, flexible lineup of investment management solutions – expanding access to alternative investments and deepening portfolio construction capabilities,” said Dana D’Auria, Co-Chief Investment Officer and Group President of Wealth Solutions at Envestnet. “We remain focused on giving advisors the tools they need to deliver more personalized, scalable outcomes for their clients.”
Since introducing Unified Managed Account (UMA)-eligible interval funds in March, Envestnet has expanded its lineup to nearly 30 strategies spanning private credit and infrastructure. Envestnet oversees all aspects of interval fund management within the UMA, including research, trading, rebalancing, tax-loss harvesting, and model updates, providing advisors and their clients with a more comprehensive and unified view of portfolio performance. The roster is expected to continue growing throughout the year, increasing advisor access to diversified private market exposures within a unified framework. Envestnet also has plans to introduce the first tranche of PMC-approved qualitative funds later this year, further strengthening its curated offering of alternative investments made available through its Wealth Management Platform.
Envestnet’s second technology release of 2026 (R2 2026) also introduced greater model-level flexibility, interoperability with bond sleeves and external sleeves, and expanded Service Request coverage, each of which upgrades the scalability of its Advisor Traded Sleeve technology for alternative investments and fixed income securities.
Celebrating Three Years of ActivePassive Innovation
This month marks the three-year anniversary of the launch of Envestnet | PMC’s ActivePassive ETFs, which debuted with a memorable opening at the New York Stock Exchange. Since launch, these investment vehicles – which embody PMC’s ActivePassive investment philosophy combining the benefits of traditional active investments with low-cost passive investments – have served as core building blocks within the flagship ActivePassive PMC ETF Fund Strategist Portfolios.
