Advisor platform (TAMP)
Envestnet
Envestnet is an advisor platform that carries Canvas custom indexing and the options strategies of its own unit, QRG Capital Management.
- Their fee
- Charged by your advisor
- Minimum
- Not disclosed
- Onboarding
- Not disclosed
- Status
- Open
Platform fees not disclosed. Manager fees are extra.
QRG collar strategy needs $250K.
I found no public evidence of tax-aware long/short or exchange funds on Envestnet.
Through advisors only.
Products they offer
Direct indexing
| Product | Product fee | All-in fee |
|---|---|---|
| Franklin Templeton (Canvas): Canvas Custom IndexingPhased rollout from October 2024, starting with passive equity models. | Not disclosed | Not disclosed |
Also: QRG Options Strategies (collar overlay).
Sources
Checked 2026-10. Confidence: medium.