Press Releases

Featured Press Release - 11/06/14

CHICAGO, Nov. 6, 2014 – Envestnet | Tamarac™, a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated, web-based portfolio and client management software for independent advisors, announces streamlined trade processing as part of its ongoing integration efforts with Schwab OpenView Gateway™. Trades can now be sent directly from Tamarac's Advisor® Xi platform to Schwab Advisor Center®. This new integration, currently in pilot, will be rolled out to mutual advisor clients over the next few weeks of this quarter.

11/05/14

CHICAGO, Nov. 5, 2014 – Envestnet | Tamarac™, a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated and web-based portfolio and client management software for independent advisors, announces the launch of its Advisor View™ app for iPad users, which will be available in the first quarter of 2015. The app, which is the latest solution from Tamarac that advisors can use to further their engagement with clients, can be custom-branded for Registered Investment Advisors (RIAs) by Tamarac and placed in the Apple Store for those firms' employees and clients to download.

10/22/14

CHICAGO, Oct. 22, 2014 - Envestnet | Tamarac™, a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, has released an original study for Registered Investment Advisors (RIAs) to use as a resource before, during and after the implementation of new wealth management software.

The full white paper, including two RIA case studies, is available on Tamarac's website: www.tamaracinc.com/White-Papers.aspx

10/20/14

BOSTON & CHICAGO--(BUSINESS WIRE)--Fidelity Institutional and Envestnet, Inc. (NYSE: ENV), today announced that they reached $100 billion in managed account assets on Fidelity Institutional's platform.1 The pace of growth for the platform is more than twice the industry rate.2

10/01/14

CHICAGO, IL — October 1, 2014 — Envestnet, Inc. (NYSE: ENV), a leading provider of unified wealth management technology and services to investment advisors and wealth managers, announced today that it has completed the acquisition of Placemark Holdings, Inc., a leading developer of Unified Managed Accounts (UMA) programs for banks, full-service broker-dealers and RIA firms.

09/16/14

CHICAGO, Sept. 16, 2014 /PRNewswire/ -- Envestnet | Retirement Solutions (ERS), a majority owned subsidiary of Envestnet, Inc. (NYSE: ENV), and a leading provider of unified retirement technology and services to advisors, has now made its fiduciary services solution available to CDM Retirement Consultants, Incorporated ("CDM").

08/18/14

LAKE SUCCESS, N.Y., Aug. 18, 2014 -- Matrix Financial Solutions, Inc. (Matrix), a Broadridge Financial Solutions, Inc. (NYSE: BR) company, today announced the release of its ModelTool(k)it solution that effectively manages portfolio models of recommended mutual funds and ETFs within a 401(k) plan.

07/15/14

CHICAGO, IL, July 15, 2014— Envestnet | Retirement Solutions (ERS), a majority owned subsidiary of Envestnet, Inc. (NYSE: ENV), and a leading provider of unified retirement technology and services to retirement advisors announced today that it has completed the acquisition of Klein Decisions Inc., a firm that provides participant advice and guidance solutions to retirement plans.

Klein’s patented behavioral and financial analysis-based participant advice solutions strengthen ERS’s - product and service offerings for retirement advisors.

07/01/14

CHICAGO, IL, July 1, 2014 — Envestnet, Inc. (NYSE: ENV), a leading provider of unified wealth management technology and services to investment advisors, announced today that it has entered into a definitive agreement to acquire Placemark Holdings, Inc., a firm that develops Unified Managed Account (UMA) programs and other portfolio management outsourcing solutions for banks, full-service broker-dealers and RIA firms.

05/16/14

CHICAGO, IL, May 16, 2014 — Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, and Investment Advisor magazine have announced the winners of the 10th Annual Separately Managed Account (SMA) Manager of the Year Awards, which honor asset managers who consistently deliver outstanding returns to their clients. The awards were distributed yesterday during the “2014 Envestnet Advisor Summit: The Next Big Idea,” currently underway at the Hilton Chicago.

05/15/14

CHICAGO, May 15, 2014 -- Envestnet, Inc. (NYSE: ENV), a leading provider of unified wealth management technology and services to investment advisors and wealth managers, announces that it has made a significant investment in its end-client engagement and management technologies. Envestnet's sophisticated tools are designed to make advisors' client relationships and services more personalized—empowering advisors to deliver better outcomes through a more valuable interactive client experience, leveraging the irreplaceable human element of their value proposition.

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