RICHMOND, Va., May 5, 2020 -- Envestnet | MoneyGuide today announced the rollout of an enhancement to the MoneyGuide Client Portal that will enable clients to safely and securely interact with their advisor within the portal. As in-person meetings have become rare amid the current COVID-19 pandemic, this empowers advisors to better engage with clients using MoneyGuide financial planning solutions through on-screen observation, guidance, and one and two-way video.
CHICAGO, April 27, 2020 -- In response to the impact of widespread school closings on students' accessibility to educational resources, Envestnet, Inc. (NYSE: ENV) announced today it is providing the clients and families of its advisor customers with complimentary access to digital financial literacy courses.
CHICAGO--Apr. 23, 2020 -- Envestnet, Inc. (NYSE: ENV), today announced that the Company will release first quarter 2020 financial results on Thursday, May 7, 2020 after market close. The Company will host a conference call and earnings webcast to discuss first quarter financial results on Thursday, May 7, 2020 at 5:00pm ET.
REDWOOD CITY, Calif., Apr. 17, 2020 -- Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, announced today the launch of its COVID-19 Income and Spending Trends, which will provide a twice-weekly pulse on how the COVID-19 pandemic is financially impacting Americans.
REDWOOD CITY, Calif., April 16, 2020 -- Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, announced today that it has come to terms with Charles Schwab on a financial data access agreement.
CHICAGO, April 8, 2020 -- The world has changed due to the COVID-19 outbreak, and the pandemic has had a dramatic impact on Americans' financial lives. Envestnet, Inc. (NYSE: ENV) today announced a special free offer of its MyBlocks™ financial planning tool, by Envestnet | MoneyGuide, to give consumers access to planning solutions that they can explore on their own through a financial advisor.
CHICAGO, April 7, 2020 -- PCS Retirement, a leading provider of retirement plan recordkeeping services, today announced the rollout of the ManagedPlan™ turnkey solution for retirement plan sponsors and their financial advisors, developed and run in partnership with Envestnet Retirement Solutions (ERS). This solution will initially be launched by a large broker-dealer client of Envestnet, Inc. (NYSE: ENV), with the goal of making it available to other Envestnet enterprise clients.
RICHMOND, Va., April 2, 2020 -- Envestnet | MoneyGuide today announced the launch of a new Tax Planning feature that will enable advisors to have deeper conversations with clients regarding different strategies and show via interactive graphics and illustrations the potential impact of each across personalized retirement plans.
CHICAGO, March. 30, 2020 -- The Board of Directors of Envestnet, Inc. (NYSE: ENV) announced today the following leadership appointments, effective immediately:
CHICAGO, March 24, 2020 / -- Envestnet, Inc. (NYSE: ENV) has entered into a strategic partnership with Compliance Solutions Strategies (CSS) to offer a comprehensive, fully customizable Form CRS software solution for registered investment advisers (RIAs) and broker-dealers to Envestnet clients. CSS's Form CRS Automator software is designed to help firms meet the Form CRS filing requirements adopted by the Securities and Exchange Commission (SEC) ahead of the June 30, 2020 deadline.