Press Releases

Featured Press Release - 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.

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.

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.

05/14/14

CHICAGO, IL—May 14, 2014—Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, introduces a new multi-source online advisor portal, Envestnet Institute, to serve the ongoing educational needs of the independent advisor community.

04/28/14

CHICAGO, April 28, 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 partnered again to reveal the finalists in the 10th Annual Separately Managed Account (SMA) Manager of the Year Awards.

04/08/14

CHICAGO, April 8, 2014 -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, will host the "2014 Envestnet Advisor Summit: The Next Big Idea" from May 14–16, 2014 at the Hilton Chicago. With more than 1,200 attendees anticipated this year, the Advisor Summit is quickly becoming one of the industry's must-attend annual events for advisors.

03/18/14

CHICAGO, March 18, 2014 -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, has released a white paper discussing the obstacles that single and multi-family offices face when attempting to collect and report comprehensive financial information for their clients.

03/13/14

CHICAGO, March 13, 2014 -- Envestnet | Tamarac, a part of Envestnet, Inc. (NYSE: ENV), a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, experienced an extremely productive 2013 fiscal year, entering into contracts with 173 RIAs, bringing the total number of independent RIA clients on Tamarac's Advisor Xi® platform to over 650 firms collectively managing in excess of $350 billion in assets (based off most recent ADV information).

03/12/14

CHICAGO, March 12, 2014 -- Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), a leading provider of integrated, web-based portfolio and client management software for independent advisors, announced today William Blair & Company's selection of key components of their custodian agnostic platform, Advisor Xi®, for its private wealth management business.

Pages