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.

02/26/14

Chicago, Feb. 26, 2014 -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, announces that President Bill Crager will moderate a panel discussion at the American Bankers Association (ABA) Wealth Management and Trust Conference, which will take place from February 26-28, 2014 at the Hilton San Diego Bayfront Hotel.

02/10/14

CHICAGO, Feb. 10, 2014 -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, announced today that Envestnet|PMC, its portfolio consulting group, has launched the Quantitative Portfolios, a series of separately managed account portfolios that leverage Envestnet | Tamarac's tax managed indexing technology to track an underlying index.

02/05/14

CHICAGO, IL, Feb 5, 2014 — Envestnet, Inc. (NYSE: ENV), a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, has been chosen by the Money Management Institute (MMI), the national association representing the $3.2 trillion managed investment solutions and wealth management industry, to carry out the next phase of its initiative to establish uniform data communications standards by providing a industry communications hub using the MMI messages for managed accounts.

12/26/13

CHICAGO, Dec. 26, 2013 – Envestnet Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, will hold its 2014 Market Outlook webinar on January 8th from 4:15 to 5:15 PM EST. Moderated by Envestnet Head of Global Strategy Zachary Karabell, the panel discussion will take an in-depth look into the financial markets and global economy at the start of the new year. The event will feature commentary from:

12/05/13

CHICAGO, Dec. 5, 2013 -- 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 evolving needs of foundation and endowment organizations, which have historically been underserved by traditional investment management consultants.

11/11/13

CHICAGO, Nov. 11, 2013 -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, today announced the engagement of Zachary Karabell as Head of Global Strategy. In this role, he will help shape and communicate Envestnet's investment perspective and deep research capabilities to clients and the media alike and advise the Investment Committee of Envestnet | PMC® in connection with PMC's portfolio solutions.

11/04/13

LOS ANGELES, Nov. 4, 2013 -- Cetera Financial Group has partnered with Envestnet to deliver powerful new performance reporting and business analytics capabilities to its advisors. The new, custom technology integrates seamlessly into Cetera's SmartWorks® workstation to complement its existing trading and rebalancing tools, and further differentiates Cetera's overall wealth management offering. As the first major independent firm to invest in this advanced technology, Cetera further cements its position as the independent advisors' best choice for fee-based business.

10/28/13

CHICAGO, Oct. 28, 2013 -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, announces that Tim Clift, Chief Investment Strategist of its Envestnet | PMC® (Portfolio Management Consultants) group, will serve as Chairman during the Fifth Annual FundForum USA conference.

09/25/13

CHICAGO, September 25, 2013 — Envestnet | Tamarac, part of Envestnet, Inc. (NYSE: ENV), a leading provider of unified wealth management technology and services to investment advisors, has created a sophisticated composite reporting tool that enables advisors to quickly and accurately compile composite reports that compare the performance of their investment strategies to market indices.

09/19/13

CHICAGO, September 19, 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 an enhanced set of proprietary business intelligence reports for users of its Advisor Xi® Suite.

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