REDWOOD CITY, Calif., Nov. 9, 2020 -- Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and data analytics platform for digital financial services, announced today it has appointed Jason O'Shaughnessy as the Head of International Sales. O'Shaughnessy will be responsible for driving revenue growth in all international markets for Envestnet | Yodlee including Europe, Asia Pacific and Australia-New Zealand.
CHICAGO—October 28, 2020—Envestnet, Inc. (NYSE: ENV) announces that Donna Peeples has joined the firm as Chief Relationship Officer. In this newly created role, Ms. Peeples will lead Envestnet’s sales strategy and relationship management initiatives across all business lines for Wealth and Data & Analytics.
CHICAGO—October 27, 2020—Envestnet, Inc. (NYSE: ENV) is rolling out a series of technology enhancements, including innovative features in the Envestnet | Tamarac platform that enable independent registered investment advisers (RIAs) to efficiently manage and track annual capital gains taxes in clients’ taxable accounts.
Richmond, VA—October 21, 2020—After launching plan analytics earlier this year, Envestnet | MoneyGuide is now offering Plan Analytics Premium, an add-on component that takes the data sifting and visualization capabilities of the current version to the next level. The premium version is available to new and existing MoneyGuide subscribers, including users of MoneyGuideOneSM, MoneyGuidePro®, and MoneyGuideEliteSM.
AUBURN, Calif., Oct. 22, 2020 /PRNewswire/ -- Today, Riskalyze announced its expanded integration with Envestnet, Inc. (NYSE: ENV), allowing advisors to create proposals for asset allocations through a single sign-on between the two platforms. Advisors will be able to use Riskalyze to generate Risk Numbers® for their clients, build proposals using the Risk Number, and implement those proposals directly into the Envestnet unified advice platform.
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.
REDWOOD CITY, Calif., Oct. 7, 2020 -- Envestnet | Yodlee, (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, launched a new interactive map to display key trends on American consumer spending across six industry categories. This tool provides a clear, concise visual of consumer spending trends impacted by the ongoing COVID-19 pandemic and an in-depth look at how the challenging public health and economic environment is financially affecting Americans.
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.