TAPP Engine Integrates Envestnet Portfolios into Digital Investing Platform

QUINCY, Mass. – July 10, 2026 – TAPP Engine, a provider of embedded, white-label wealth technology solutions for credit unions and community banks, announced it will offer Envestnet's ActivePassive ETF model portfolios within its digital investing platform. This integration aims to enhance goals-based investing experiences for financial institutions to better serve their members' evolving financial needs.

The collaboration combines TAPP Engine's digital investing platform with Envestnet's portfolio construction and asset allocation capabilities. This allows credit unions and community banks to offer more customized investment experiences while keeping members within their trusted digital banking environments.

"Our mission has always been to help financial institutions deliver modern digital wealth experiences that strengthen member relationships and support long-term financial wellness," said Mark Guglielmo, President of TAPP Engine Securities and TAPP Engine Advisors. "Working with Envestnet allows us to help credit unions and community banks deliver a more customized goals-based investing experience that keeps the member's financial journey connected to the institution they trust most."

Consumers increasingly expect digital investing to be as intuitive as online banking. By incorporating Envestnet's portfolios, TAPP Engine helps financial institutions meet these expectations with tailored digital experiences that encourage long-term engagement and reinforce the institution's role as the member's primary financial relationship.

TAPP Engine's embedded wealth platform enables financial institutions to offer a fully branded investing experience directly within their digital banking ecosystem. The addition of Envestnet's portfolios further enhances personalization and the digital investing experience, supporting TAPP Engine's mission to help institutions deliver evolving wealth solutions.