Envestnet Launching Manager Models with Interval Funds Available from BlackRock & Franklin Templeton

Envestnet's New Offerings: Envestnet has launched professionally managed model portfolios featuring interval funds on its WealthTech platform to enhance advisor access to alternative investments for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

Partnerships and Model Portfolios: The new offerings include models from Franklin Templeton and BlackRock, with additional models from Fidelity Investments and State Street expected in 2026, providing diversified investment strategies with simplified access to private markets.

Operational Considerations: Envestnet has outlined important operational protocols for advisors regarding Limited Trade Window (LTW) funds, including redemption windows and rebalancing limitations, to help manage client investments effectively.

Market Demand for Alternatives: With a growing interest in alternative investments among affluent investors, Envestnet aims to equip advisors with the necessary tools to meet client demands and construct modern, diversified portfolios.