Chicago, IL, Aug. 25, 2015—Envestnet, Inc. (NYSE: ENV) announces that ENV 2, its next-generation platform, has been chosen by the Berthel Fisher family of companies to power the BerthelEDGE Investment Advisory Platform, an integrated, multi-custodial technology suite for its network of independent financial advisors.
CHICAGO, IL, Aug. 18, 2015 -- Envestnet, Inc. (NYSE: ENV) today announced plans to make NextShares™ exchange-traded managed funds available to financial advisors through the Envestnet wealth management platform as part of its advisor-as-portfolio-manager tools as well as through Fund Strategist Portfolios (FSPs).
Chicago, IL, July 29, 2015—Envestnet, Inc. (NYSE: ENV) continues to earn top wealth management industry awards.
Bill Crager, President of Envestnet, received the Money Management Institute’s (MMI) Advisor Solutions Pioneer of the Year Award. MMI’s Pioneer Award is given annually to an individual who embodies MMI’s mission to serve as an advocate and catalyst for the growth of the managed investment solutions and wealth management sectors. MMI also named Envestnet the Advisory Solutions Technology or Service Provider of the Year.
CHICAGO, IL, July 14, 2015 -- Envestnet | Retirement Solutions (ERS), a majority-owned subsidiary of Envestnet, Inc. (NYSE: ENV), has launched the ERS Fund Strategist Network (Network), a roster of institutional-grade and boutique strategic and dynamic fund strategists. The platform provides retirement plan advisors with access to quality unitized fund strategist portfolios, which are monitored by ERS.
CHICAGO, IL, May 7, 2015—Envestnet | Retirement Solutions (ERS), a majority-owned subsidiary of Envestnet, Inc. (NYSE: ENV), announces that Securities America, Inc. will offer its more than 2,000 independent advisors access to ERS’s leading retirement advisor workstation. Securities America’s advisors will be able to leverage ERS’s platform to more effectively and efficiently meet the needs of retirement plan sponsors.
CHICAGO, IL, May 7, 2015—Envestnet, Inc. (NYSE: ENV) announced today that it has launched ENVESTAT, an industry analytics platform that will deliver insights, trends and predictions about investor behavior and advisory practices. ENVESTAT will be introduced today during the Envestnet Advisor Summit (http://www.envestnet.com/advisorsummit), which is underway at the Hilton Chicago.
CHICAGO, IL, May 7, 2015 -- Envestnet, Inc. (NYSE: ENV) announced that it will be launching Advisor Now™, a digital advice portal harnessing Envestnet's core capabilities to help independent advisors demonstrate more value to clients and improve financial outcomes for investors. Advisor Now was introduced today during the Envestnet Advisor Summit (http://www.envestnet.com/advisorsummit), which is underway at the Hilton Chicago.
CHICAGO, IL, May 6, 2015 – Envestnet, Inc., (NYSE: ENV) announced today that it has acquired Finance Logix, a technology company that provides leading-edge financial planning and wealth management software solutions to banks, broker-dealers and RIA firms.
CHICAGO, IL, April 23, 2015 -- Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine have partnered to choose the finalists for the 11th Annual Separately Managed Account (SMA) Manager of the Year Awards.
CHICAGO, April 15, 2015 -- Envestnet, Inc. (NYSE: ENV) announces that Matthew McGinness has joined the firm as Managing Director of Strategic Consulting for Enterprises.