Industry Recognition and Awards

Envestnet's mission is to empower financial advisors to deliver excellence in wealth management—to improve client outcomes and to run your business more effectively.  Thank you for the industry recognition.

2018 Awards

2018 Family Wealth Report Awards

Envestnet | PMC - Innovation Investment Solution of the Year

Envestnet | PMC was awarded the Innovation Investment Solution of the Year award at the 2018 Family Wealth Report Awards.

The award recognizes Envestnet | PMC's unique product suite, called Quantitative Portfolios (QPs), designed to help address important investor needs that are often overlooked by “one-size-fits-all” passive investments. QPs blend the benefits of “beta” investing with the portfolio customization of managed accounts to improve potential after-tax returns in a cost effective manner.

2018 Family Wealth Report Awards

Envestnet | Tamarac - Portfolio Management

Envestnet | Tamarac was awarded the Portfolio Management award at the 2018 Family Wealth Report Awards.

This award recognizes the rebalancing technology of the suite of tools offered by Envestnet | Tamarac, together with their modeling and reporting capabilities as marketplace differentiators.

Bank Insurance and Securities Association (BISA)

Envestnet - 2018 Technology Innovation Award
The award recognizes companies that are leaders in the advancement of the financial services industry's products, services and platforms through technology innovation. 

2018 Private Asset Management Awards

Envestnet | PMC - Best Investment Platform – Innovation

This 2018 Private Asset Management (PAM) Award was presented to Envestnet, Inc. in the category of Best Investment Platform – Innovation for the impact investing suite of solutions available through Envestnet | PMC, its Portfolio Management Consultants group.

PMC’s Impact Investing platform offers diversified investment solutions for investors through portfolios that span environmental, social, and governance (ESG) priorities and preferences. The portfolios are available in active and passive mutual funds, ETFs, and separate accounts, including smart beta and direct indexing solutions. Envestnet designed its proprietary impact investing solutions for advisors to utilize with clients, thereby empowering advisors to support clients in their pursuit of both enhanced social impact and better financial outcomes.