CHICAGO, Jan. 26, 2021 -- Envestnet, Inc. (NYSE: ENV) has announced the launch of the new version of its Recommendations Engine for enterprise organizations.
CHICAGO, Jan. 6, 2021 -- Envestnet, Inc. (NYSE: ENV) announces that Envestnet | PMC (PMC) has rolled out an update to its Tax Overlay Services offering. With this enhancement, financial advisors can apply customized, ongoing tax-optimization approaches to the bulk of client assets within a unified managed account (UMA), dramatically increasing the assets eligible to be diversified out of low-cost-basis shares.
NEW YORK and CHICAGO, Dec. 9, 2020 -- Vestwell, the digital recordkeeping platform bringing the 401(k) and 403(b) industry into the modern Fintech era, today announced a partnership with Envestnet, Inc. (NYSE: ENV).
RICHMOND, Va., Dec. 3, 2020 -- Envestnet | MoneyGuide has published the findings of its latest survey on the state of the financial planning industry according to advisors, along with their outlook on fees, as well as perceived challenges and threats in the current environment, in a new white paper titled State of Financial Planning and Fees: The Bigger Picture. Based on the survey results, financial planning services are on the rise, with many advisors charging a fee for their services, and these fees have steadily increased over the last five years.
BERWYN, PA., Nov. 24, 2020 -- Fiduciary Exchange LL (FIDx), a product-agnostic retirement platform solution that allows insurance carriers to offer insurance solutions through wealth management platforms and other platforms, today announced partnerships with insurance providers American Equity Investment Life Insurance Company and Eagle Life Insurance Company.
CHICAGO--Envestnet, Inc. (NYSE: ENV), today announced that the Company will be participating in a fireside chat at the D.A. Davidson FinTech & Payments Spotlight Virtual Conference on Thursday, December 3, 2020. The presentation will begin at 1:30 PM ET. Investors and interested parties can access this presentation by visiting the Company’s investor relations website at https://ir.envestnet.com/.
CHICAGO, Nov. 19, 2020 -- Envestnet, Inc. (NYSE: ENV) announced today that its Charitable Giving Committee (Envestnet Cares) has chosen Philadelphia-based nonprofit Project HOME as its Signature Impact Partner.
NEWPORT BEACH, CA / CHICAGO, IL —November 12, 2020—RiskPro and Envestnet, Inc. (NYSE: ENV) announce an integration which will enable investment advisors to build and manage client portfolios with less regulatory risk. The strategic relationship between the two companies will allow RiskPro’s proposal generation, portfolio construction, and automated risk surveillance software to function within existing enterprise workflows on the Envestnet unified advice platform.
REDWOOD CITY, Calif., Nov. 11, 2020 -- Envestnet | Yodlee, a leading data aggregation and analytics platform for financial service providers, in partnership with financial media outlet Benzinga, today announced the winners of the Envestnet | Yodlee FinTech Innovation Achievements. The winners were recognized during the 2020 ceremony of the annual Benzinga Global FinTech Awards.
CHICAGO—November 11, 2020—Envestnet, Inc. (NYSE: ENV) announces that Robert Coppola has joined the organization as Chief Technology Officer. Mr. Coppola reports to President Stuart DePina, and will succeed Scott Grinis, who has served as Envestnet’s Chief Technology Officer for the past 20 years and will retire in 2021.