Envestnet rolls out Trust Services Exchange Envestnet advisers can manage trust and estate planning accounts for their clients thanks to an API integration with Trucendent February 26, 2021 3 MINS Registered investment advisers and broker-dealers a part of the Envestnet network will now have the option to manage trust and estate planning accounts for their clients thanks to a new integration with Trucendent. Looking to roll out a tool that addresses the $68 trillion in wealth set to transfer into the hands of next-gen investors, the tech giant announced Wednesday the launch of the Envestnet Trust Services Exchange designed to let advisers facilitate the transfer of wealth from generation to generation without dealing with external attorneys or trust administrators.