Chicago, IL – May 1, 2019 – Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that it has completed the acquisition of PIEtech, Inc., the creator of the MoneyGuide family of financial planning applications. The acquisition was first announced on March 14, 2019.
CHICAGO — April 26, 2019 — Envestnet, Inc. (NYSE: ENV) will hold its annual Envestnet Advisor Summit May 1-2, 2019 at the Austin Convention Center in Austin, Texas. This year is set to be the largest Summit yet, attracting more than 2,500 financial professionals from over 600 firms, who will learn about industry changes, new technology developments, the latest in investment strategies and what is ahead in shaping the wealth management industry. More information can be found here.
CHICAGO – March 14, 2019 – Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced it will acquire PIEtech, Inc., the creator of the MoneyGuide family of financial planning applications. MoneyGuide is a leading goals-based financial planning application used by financial advisors.
Envestnet Insurance Exchange, a new insurance network that integrates insurance solutions into the wealth management process on the Envestnet platform, now offers access to a robust line-up of six carriers. Envestnet Insurance Exchange will streamline and enhance advisors' ability to deliver the full lifecycle of financial advice to their clients.
Chicago, IL – January 10, 2019 – Envestnet (NYSE: ENV), announced today an organizational structure designed to better position the company to drive innovation and continued growth, and deliver on its vision of creating the premier Financial Wellness Network. Key organizational changes include consolidating operations into two business units that will enhance the company’s ability to meet evolving market imperatives.
CHICAGO – November 27, 2018 – Envestnet (NYSE: ENV) and BlackRock (NYSE: BLK), through its Digital Wealth business, are entering into a strategic relationship to enhance the investment technology solutions they provide to financial advisors and the clients they serve.
CHICAGO, Aug. 21, 2018 /PRNewswire/ -- Envestnet (NYSE: ENV) today unveiled the latest updates to its integrated portfolio, practice management and reporting solutions, providing financial advisors with the necessary tools to conquer complexity, drive success and offer clients a comprehensive picture of their financial health.
NEW YORK, New York — Global Atlantic Financial Group announced today that it will be the first carrier to offer annuities on the Envestnet Insurance Exchange, a recently introduced program that integrates insurance solutions into the wealth management process on the Envestnet Platform to further streamline and enhance advisors’ ability to deliver the lifecycle of advice.
CHICAGO – June 21, 2018 – Following Envestnet’s (NYSE: ENV) 2018 Advisor Summit, the company is pleased to share significant growth metrics around the impact of its Essential Advisor™ Certification program. The program helps financial advisors articulate return on the advice they’re delivering, build and communicate a distinctive value proposition, utilize technology and data to clarify financial challenges and implement a service model that can save time and resources.