CHICAGO—October 15, 2020—Envestnet, Inc. (NYSE: ENV) announces that its Quantitative Research Group (“QRG”) team has launched a new Quantitative Portfolio (QP), the Impact Global Climate Solutions QP. This strategy offers a passively managed, global equity portfolio enabling investors to allocate assets toward companies developing solutions for mitigating pollution and climate change.
CHICAGO—October 13, 2020—Envestnet, Inc. (NYSE: ENV) announces that Envestnet | PMC (PMC) has joined forces with Federated Hermes, Inc. (NYSE: FHI) to launch the Federated Hermes PMC Impact Portfolios. This new suite of model portfolios offers access to environmental, social, and governance (ESG) integrated investment strategies which can be customized to fit different tolerances for risk.
BERWYN, Pa., Oct. 8, 2020 -- FIDx, a product-agnostic platform that connects annuities with wealth management platforms and other solution providers, today announced the launch of its proprietary platform, FIDx Protection Intelligence. The launch enables direct integration for any distribution entity to offer access to protection and income solutions from a range of insurance carrier partners.
CHICAGO, Sept. 30, 2020 -- Envestnet, Inc. (NYSE: ENV) today announced it has partnered with wealth management industry thought leader Suzanne Siracuse to launch The Big Reveal Podcast Series.
CHICAGO—September 29, 2020—Envestnet, Inc. (NYSE: ENV) announces that Dana D’Auria has joined the organization as Co-Chief Investment Officer of Envestnet. In her new role, she will join Envestnet | PMC’s Investment Committee, and utilize her expertise to further grow and align PMC’s fiduciary solutions and other resources, including overlay services, research and portfolio management.
CHICAGO, Sept. 22, 2020 -- Envestnet, Inc. (NYSE: ENV) announces that TFS Securities, Inc., through its TFS Advisory Services arm, has launched the Envestnet Insurance Exchange, an insurance network delivering access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. The Envestnet Insurance Exchange allows TFS advisors to incorporate annuity solutions into client portfolios as a source of guaranteed income.
CHICAGO—September 15, 2020—Envestnet, Inc. (NYSE: ENV) announces that the Envestnet | Tamarac wealth management platform has implemented an integration with Flourish Cash, a cash management solution. Account data from Flourish Cash can now be accessed and imported by registered investment advisers (RIAs) within Tamarac, further expanding the advice they can deliver.
CHICAGO—September 10, 2020—After celebrating 10 years of being a public company in July, Envestnet, Inc. (NYSE: ENV) is commemorating the 20-year anniversary of its unified advice platform with a microsite featuring a timeline that highlights major growth and innovation milestones over the past two decades.
CHICAGO, Sept. 9, 2020 -- Envestnet, Inc. (NYSE: ENV) has rolled out the Envestnet Retirement Analytics solution for enterprise home offices, providing them with a business intelligence tool for obtaining a clear picture of their books of business for employer-sponsored retirement plans—and helping their clients to achieve better outcomes.
Berwyn, PA—September 1, 2020—FIDx, a product-agnostic platform that connects insurance solutions with wealth management platforms and other providers, today announced a strategic partnership with financial planning software provider Envestnet | MoneyGuide that gives insurance-licensed financial professionals the capability to plan, research, propose, and manage annuity products from within MoneyGuide.