smb solutions

Transform SMB financial wellness

Introducing the Envestnet® SMB Portal—an intelligent, centralized solution to help your SMB clients take control of their financial life

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Envestnet SMB Portal

Engage and grow your SMB client base

The new Envestnet SMB Portal brings together SMB business and financial data on one holistic dashboard, so you can:

  • Connect to the 170+ apps SMBs use to run their business
  • Expedite SMB credit decisions with a 360 view of financials
  • Identify growth opportunities using SMB KPIs
  • Offer new products and services that help create loyalty
This product is available via
  • APP
  • API
  • ANALYTICS

Envestnet SMB Portal

Build trust, strengthen customer loyalty, and become the preferred SMB provider

Help SMBs manage and grow their operations—and expand your own business—when you can:

Give SMB clients a central view

to 170+ financial and business apps and services

Get fast, efficient views

of the SMB owner’s accounting, payroll, eCommerce, credit, and other business metrics

Access alternative data and industry trends

to support your SMB credit strategy, risk management, and underwriting

Support cashflow concerns

with immediate options that also strengthen SMB relationships

Grow your AUM and share of wallet

using integrated analytics for audience targeting and segmentation

Offer proactive guidance

informed by their long- and short-term investments, expenses, and goals

For illustrative purposes only. Not based on actual client data.

eBook for SMBs

SMB Success: Tapping Into the Hidden Potential of Small to Mid-Sized Business

The growing need for SMB digital business and financial services presents opportunities for those that serve them. The Envestnet SMB Portal centralizes business and financial data and analytics that help Banks and Financial Institutions deliver financial wellness solutions for their SMB clients.

  • What SMBs want
  • How to support SMBs
  • A centralized SMB solution
  • Making financial wellness a reality

Innovative SMB solutions

You and your clients can benefit from the insights that surface in the SMB Portal.

FOR DIGITAL BANKING

Proactively offer cashflow services, anticipate business challenges, expedite SMB lending strategy, and help grow AUM.

FOR TECHNOLOGY PROVIDERS

Launch an innovative dashboard or API solution to help business owners understand and act on business and financial data. Expand services and strengthen SMB relationships.

FOR FINANCIAL ADVISORS

Be the hero to your SMB clients by providing a holistic view of their business and finance operations. Address the crossover of business and personal finances.

FOR SMB OWNERS

See a total picture of business and financial data to help make better decisions. Receive better SMB lending offers and overall financial guidance.

Discover the value of data intelligence & insights
17/20
OF THE 20 LARGEST U.S. BANKS TRUST US
46/50
OF THE LARGEST WEALTH MANAGEMENT FIRMS
6K+
ENTERPRISES
600+
FINTECH COMPANIES
17K+
DATA SOURCES
500M+
LINKED CUSTOMER ACCOUNTS
170+
SMB APP & DATA CONNECTIONS