Press Releases

Featured Press Release - 05/16/18

CHICAGO—May 16, 2018— Envestnet introduced today the Envestnet Insurance Exchange, a program that integrates insurance solutions into the wealth management process on the Envestnet Platform to further streamline and enhance advisors’ ability to deliver the lifecycle of advice. The offering was announced today during the Envestnet Advisor Summit, which is currently underway at the Ernest N. Morial Convention Center in New Orleans.

06/28/18

NEW YORK, New York — Global Atlantic Financial Group announced today that it will be the first carrier to offer annuities on the Envestnet Insurance Exchange, a recently introduced program that integrates insurance solutions into the wealth management process on the Envestnet Platform to further streamline and enhance advisors’ ability to deliver the lifecycle of advice.

06/21/18

CHICAGO – June 21, 2018 – Following Envestnet’s (NYSE: ENV) 2018 Advisor Summit, the company is pleased to share significant growth metrics around the impact of its Essential Advisor™ Certification program. The program helps financial advisors articulate return on the advice they’re delivering, build and communicate a distinctive value proposition, utilize technology and data to clarify financial challenges and implement a service model that can save time and resources.

06/20/18

CHICAGO – June 20, 2018 – Envestnet announced today that Hancock Whitney Bank has selected Envestnet’s platform to power both its broker-dealer and trust business lines, allowing investment professionals across the bank to leverage integrated One Wealth technology without disrupting their current back office infrastructure.

05/18/18

CHICAGO—May 18, 2018—Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine announced the winners of this year’s Asset Manager and Strategist of the Year Awards this week at the Envestnet Advisor Summit, which took place at the Ernest N. Morial Convention Center in New Orleans (http://www.envestnet.com/advisorsummit).

05/17/18

CHICAGO, IL – May 17, 2018 – Envestnet (NYSE: ENV) today is unveiling several technology enhancements developed with the continued objective of empowering advisors and enterprises to deliver better financial outcomes through better intelligence. The new technology updates are being announced during the Envestnet Advisor Summit, which is currently underway at the Ernest N. Morial Convention Center in New Orleans.

05/17/18

Envestnet Announces Winners of Essential Advisor Awards and First-Ever EIOC Vision Awards

NEW ORLEANS, LA – May 16, 2018 – As part of its ongoing commitment to helping ensure the success of the financial services industry, Envestnet (NYSE: ENV) today announced the winners of its first-ever Envestnet Institute on Campus (EIOC) Vision Awards and its Essential Advisor Awards at the annual Advisor Summit in New Orleans.

05/16/18

NEW ORLEANS, LA – May 16, 2018 – Envestnet (NYSE: ENV) today unveiled Envestnet Envision, its new enterprise data management solution, to thousands of industry professionals at the 2018 Advisor Summit in New Orleans. Envestnet Envision seamlessly combines intelligent data, machine learning, and advanced analytics to deliver client-centered insights.

05/08/18

CHICAGO, May 8, 2018 – Envestnet announced today that D.A. Davidson & Co., an employee-owned full service investment firm headquartered in Montana, will implement Envestnet’s comprehensive integrated platform, supporting D.A. Davidson’s $41.5 billion in assets and approximately 400 advisors.

05/02/18

CHICAGO, May 1, 2018 -- Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine are pleased to announce their annual list of finalists for the 2018 Asset Manager and Strategist of the Year Awards. Now in its 14th year, the competition recognizes best-in-class portfolio managers selected by Envestnet and Investment Advisor and includes 18 firms as finalists.

05/01/18

CHICAGOMay 1, 2018 — Envestnet, Inc. (NYSE: ENV) will hold its annual Envestnet Advisor Summit May 16-18, 2018 at the Ernest N. Morial Convention Center in New Orleans.

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