Quincy, MA, July 10, 2026 — TAPP Engine, a company supplying embedded, white‑label wealth technology for credit unions and community banks, declared today that it will incorporate Envestnet’s ActivePassive ETF model portfolios into its digital investing platform. This integration is designed to deliver an improved goals‑based investing experience that helps financial institutions better address their members’ changing financial requirements.
Through this partnership, TAPP Engine’s smooth, fully branded digital investing platform is combined with Envestnet’s dependable portfolio construction and asset allocation know‑how. This enables credit unions and community banks to provide more tailored investing experiences, while members can stay within the secure digital banking environment they already know and trust.
“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 today increasingly expect digital investing tools to be as intuitive and accessible as online banking. By integrating Envestnet’s portfolios into its platform, TAPP Engine assists financial institutions in meeting those expectations through customized digital experiences that encourage ongoing engagement, support financial wellness, and reinforce the institution’s role as the member’s primary financial relationship.
Benefits to clients are expected to include:
· > Advanced Goals‑Based Investing
· > Provide a more tailored Investing Experience that assists in aligning investments with financial goals, risk tolerance, and long‑term objectives
· > Expanded Customization
TAPP Engine’s embedded wealth platform lets financial institutions deliver a completely branded investing experience directly within their digital banking environment.
Current platform capabilities include:
- Self‑Directed Brokerage Accounts
- Goals‑Based Automated Investing
- Fractional Share Investing
- Commission‑Free Equity Trading
- Digital Account Opening and Onboarding
- Single Sign‑On (SSO) Integration with Digital Banking Platforms
- Integrated Custody and Clearing Services
- Investor Education and Financial Wellness Resources
Incorporating Envestnet’s portfolios further enhances personalization, the digital investing journey, and TAPP Engine’s capacity to help financial institutions deliver innovative wealth solutions that evolve alongside member expectations.
“This represents another important step in our commitment to helping financial institutions deliver exceptional digital wealth experiences,” Guglielmo added. “By collaborating with industry leaders like Envestnet, we’re continuing to invest in investment capabilities that help our clients deepen investor relationships, strengthen engagement, and create long‑term value for the institutions and communities they serve.”
“For decades, Envestnet has helped shape how advisors think about combining active and passive investing to build better portfolios,” said Erik Preus, CFA, Group Head of Investment Management at Envestnet. “This collaboration brings that investment discipline to TAPP Engine, giving credit unions and community banks access to institutional‑quality ETF portfolios grounded in rigorous research and disciplined portfolio construction. It reflects our belief that sophisticated investment capabilities should be accessible to more institutions and, ultimately, to more investors.”
The company expects to continue evolving with additional innovations that enhance personalization, improve digital engagement, and expand wealth management capabilities for
