MAHA, Neb. and RICHMOND, Va., Oct. 12, 2021 -- Carson Group, one of the fastest growing financial services firms in the country, announced its integration with Envestnet | MoneyGuide.
Foundational-Focused Tools Can Benefit Advisors and Clients
CHICAGO, Oct. 5, 2021 -- Envestnet, Inc. announces that it has forged an exclusive partnership with Healthpilot, a transformational digital engagement platform that simplifies the Medicare health insurance plan selection and enrollment process. Working together, Envestnet and Healthpilot are equipping financial advisors with a powerful new capability to enable their clients in or nearing retirement to optimize their health insurance coverage every year, adding a new service for a key demographic for their practices.
Chicago, Sept. 29, 2021 -- Envestnet | PMC (PMC) announces the rollout of its Fund Strategist Tax Management Service, enabling financial advisors to seamlessly manage the tax consequences of fund strategist portfolio (FSP) accounts, in either third-party manager or proprietary home office mutual fund and exchange-traded fund (ETF) models, in accordance with their clients' investment goals.
TORONTO and SAN MATEO, Calif., Sept. 21, 2021 -- TD Bank Group and Envestnet | Yodlee today announced a data access agreement to address the needs of an increasingly digital customer base. This North American agreement signifies the alignment between TD and Envestnet | Yodlee about protocols to provide for the safe and secure access of TD customer financial data to support the customer's requests to share with the financial wellness apps and experiences of their choice.
CHICAGO—August 23, 2021—Envestnet has rolled out updates to the new version of its Recommendations Engine, allowing financial advisors at enterprise organizations and Registered Investment Advisers (RIAs) to further optimize client advice and engagement using data from across Envestnet’s financial wellness ecosystem.
NEW YORK, Aug. 19, 2021 /PRNewswire/ -- Qualis Capital LLC today announced its single sign-on integration with its latest strategic partner, Envestnet, a leading provider of intelligent systems for wealth management and financial wellness. The integration will enable Envestnet platform users to access the Qualis portal for investing in alternatives—further expanding the suite of solutions available for clients.
RICHMOND, Va., Aug. 2, 2021 -- Envestnet | MoneyGuide announced the launch of My Plan Builder, a new category of six blocks in its MyBlocksSM series that can serve as an on-ramp to planning for advisors and their clients.
The new blocks within the category are named Your Goals, Retirement Income, Investment Assets, Other Assets, Loss Tolerance and Play Zone®.
CHICAGO, July 29, 2021 -- Envestnet, Inc. (NYSE: ENV) announces that Peak Trust Company (Peak), an advisor-focused firm offering customized trust administration for individuals and families, has joined the Envestnet Trust Services Exchange powered by Trucendent as a trustee partner for broker-dealers and Registered Investment Advisers (RIAs). Peak works with more than 1,500 estate planners across the country and specializes in the management of trusts pursuant to law in Alaska or Nevada.
CHICAGO, July 22, 2021 -- Envestnet, Inc. (NYSE: ENV), announces that it has been chosen by Sallus Retirement LLC (Sallus Retirement) to serve as investment manager for the Sallus Retirement’s pooled employer 401(k) plan for small business owners and the financial advisors that service them.
San Francisco, July 21, 2021 -- Envestnet | MoneyGuide and StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, announced a new integration partnership to empower more advisors to discuss risks just like they discuss goals in the context of a client’s financial plan.
MoneyGuide’s leading financial planning software gives advisors the tools needed to help clients create a financial plan that is based on their own life goals. Through this partnership with StratiFi, risk analysis is now amplified within MoneyGuide’s software package.