Press Releases

Featured Press Release - 09/25/17

Chicago, IL — September 25, 2017 — Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that it will acquire FolioDynamix, a provider of integrated wealth management technology solutions.

08/21/13

CHICAGO, Aug. 21, 2013 — Envestnet, Inc. (NYSE: ENV), a leading provider of unified wealth management technology and services to investment advisors, announced today the integration of the HiddenLevers application into its unified wealth management platform.

08/13/13

CHICAGO, Aug. 13, 2013 -- Envestnet | Tamarac (www.tamaracinc.com), part of Envestnet, Inc. (NYSE: ENV) (www.envestnet.com), a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, has been admitted to the 2013 Microsoft Dynamics President's Club in recognition of its outstanding dedication to meeting the needs of its customers through technology innovation.

07/01/13

CHICAGO, July 1, 2013 -- Envestnet, Inc. (NYSE: ENV), a leading provider of unified wealth management technology and services to investment advisors, announced today that it has completed the acquisition of the assets of the Wealth Management Solutions ("WMS") division of Prudential Investments. Once the integration is fully implemented, advisors and their clients will gain the benefits of Envestnet's scalable wealth management platform, institutional-quality manager research and broad product access, integrated with the practice management expertise of Prudential WMS.

06/25/13

CHICAGO, June 25, 2013 -- Envestnet | Tamarac, part of Envestnet, Inc. (NYSE: ENV), a leading provider of integrated web-based portfolio and client management software for independent advisors and wealth managers, announced today that Advisor Rebalancing® will be the first third-party rebalancing application to be included on the Schwab Intelligent Integration™ platform for registered investment advisors.

06/18/13

CHICAGO, IL — June 18, 2013 — Envestnet | Tamarac, part of Envestnet, Inc. (NYSE: ENV), a leading provider of integrated web-based portfolio and client management software for independent advisors and wealth managers, has released a white paper showing that financial advisors at independent RIA practices with some degree of technology integration earn approximately 20 percent more in annual income than their counterparts at independent RIA practices with no technology integration.

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