CHICAGO, April 22, 2021 -- Envestnet, Inc. (NYSE: ENV) announces that Envestnet | PMC (PMC) has launched an environmental, social, and governance (ESG) due diligence program to enhance its existing proprietary due diligence framework—and enable its research team to hold more meaningful conversations with asset managers throughout the Envestnet ecosystem about ESG investment processes and strategies. This additional level of research and due diligence from PMC is ultimately designed to help financial advisors and their clients make well-informed ESG investment decisions.
RICHMOND, Va., April 20, 2021 -- Envestnet | MoneyGuide today announced a partnership with Oyster Consulting to offer paraplanning services to mutual clients. The collaboration aims to empower more financial advisors to cost-effectively initiate, scale and deepen financial planning relationships with clients.
CHICAGO—April 15, 2021—Envestnet, Inc. (NYSE: ENV) announces that Chris Shutler, CFA, has joined the firm as Head of Market Intelligence. In this role, he will provide timely information and insights for helping Envestnet shape opportunities for achieving its strategic roadmap. Mr. Shutler's industry and customer insights will also enable Envestnet to serve as a thought leader on the wealth management and FinTech trends shaping the future of financial advice.
CHICAGO—April 13, 2021—Envestnet, Inc. (NYSE: ENV) announced today that it has expanded its partnership with Practifi, the business management platform powering high-performing financial advice firms around the world through solutions in automated workflows and unified data. Under the strengthened relationship, Practifi and Envestnet’s unified advice platform are now fully integrated.
CHICAGO, April 8, 2021 -- Envestnet (NYSE: ENV) announced today it has acquired fintech innovator Harvest Savings & Wealth Technologies, which provides automated goals-based saving tools and wealth solutions to banks, credit unions, trust companies, and other financial institutions.
CHICAGO, March 30, 2021 -- Envestnet, Inc. (NYSE: ENV) announces that Envestnet | PMC (PMC) has launched Private Wealth Consulting, a new white-glove offering that allows financial advisors to meet the investment management needs of high-net-worth clients, while also strengthening client engagement and relationships. Private Wealth Consulting strengthens the full breadth of PMC's high-net-worth servicing capabilities with custom discretionary portfolio construction that includes tax and impact overlay options.
RICHMOND, Va., March 29, 2021 -- Envestnet | MoneyGuide announced the launch of two new blocks – the Spend vs. Borrow Block and the Mortgage Refinance Block – in its MyBlocksSM series.
CHICAGO—March 25, 2021— Envestnet, Inc. (NYSE: ENV) announces that BOK Financial (NASDAQ: BOKF) has joined the Envestnet Trust Services Exchange, powered by Trucendent, in a partnership aimed at providing financial advisors and their clients with access to a nationally chartered, advisor-friendly trust company with a broad array of services.
CHICAGO—March 24, 2021—Envestnet, Inc. (NYSE: ENV) announces that four experienced industry professionals have joined the firm. The new additions constitute the latest milestone in the ongoing growth and unification of Envestnet's financial wellness ecosystem.
Berwyn, PA—March 23, 2021—Envestnet, Inc. (NYSE: ENV) and Fiduciary Exchange LLC (FIDx), the only retirement platform representing a single point of connectivity between insurance products and broad financial advisor distribution, today announced another leading insurance carrier, Great American Life Insurance Company®, has joined the fold.