Press Releases


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.


CHICAGO and NEW YORK, July 13, 2021 -- UBS (NYSE: UBS), Envestnet (NYSE: ENV), and iCapital Network1 ("iCapital") today announced a strategic relationship to deliver access to curated UBS and iCapital alternative investment products through Envestnet's platform. To power the initiative, Envestnet will launch the Alternatives Exchange, a new solution designed to provide these products to the firm's clients, leveraging iCapital's turnkey technology through single-sign-on access.


CHICAGO, July 8, 2021 -- Envestnet, Inc. (NYSE: ENV) announces that Sterling Trustees has joined the Envestnet Trust Services Exchange, powered by Trucendent, to provide its suite of South Dakota trust administration services as an embedded offering to Registered Investment Advisors (RIAs) and broker-dealers.


CHICAGO, June 8, 2021 -- Envestnet, Inc. (NYSE: ENV) announces that the Envestnet Credit Exchange has launched access to a broad range of residential real estate and unsecured lending products for advised clients from a growing list of lending partners selected for their product breadth and service quality.


BERWYN, Pa, June 2, 2021 -- Envestnet, Inc. (NYSE: ENV) and FIDx, a product-agnostic platform that connects insurance solutions with wealth management platforms and other providers, today announced that annuity solutions from AIG Life & Retirement are now available through their integrated platform.