CHICAGO – November 05, 2019 – Envestnet | Tamarac today announced it is offering PortfolioCenter Hosted® as a portfolio management solution to help emerging registered investment advisers (RIAs) streamline their daily operations and enrich their client reporting. The solution is designed to grow alongside RIAs' practices, with options to add enhanced features and functionality with Tamarac Reporting, Trading and CRM as their business expands.
CHICAGO IL – NOVEMBER 04, 2019 Envestnet today announced it is adding five Yodlee FinApps to the MyBlocks™ client-engagement tool from MoneyGuide, giving advisors the ability to create an immersive digital experience as they work to help clients improve financial wellness. Like existing blocks, these new Yodlee-powered blocks feed account data into a MoneyGuide plan, delivering broader advice while removing administrative barriers and making engagement easy.
CHICAGO, Oct. 24, 2019 — Envestnet recently hosted its first global hackathon, named ENVathon, which brought more than 500 employees together to ideate and design the next wave of wealth management tools and technology. The innovations from the event are already transforming the company’s technology roadmap, and will ultimately enhance the resources advisors have to grow their business and provide a broader definition of advice to their clients.
CHICAGO – October 3, 2019 – Envestnet, Inc. (NYSE: ENV) today issued the following statement: “It is with immeasurable sadness that we share the news that Judson Bergman, our Chairman and Chief Executive Officer, passed away today in San Francisco, CA in an automobile accident. Mr. Bergman’s wife, Mary Miller, also sadly perished in this tragedy. On behalf of our Board of Directors, management team and employees, we extend our deepest sympathies to Jud and Mary’s family.
CHICAGO – June 27, 2019 – Envestnet | Tamarac today announced that it will provide more than 200 Merrill Private Wealth Management teams with access to its award-winning portfolio management and reporting solution, helping them offer aggregated performance reporting to clients with complex financial portfolios.
CHICAGO – June 19, 2019 – Envestnet | Tamarac (www.tamaracinc.com) announced that digital account-opening services for independent registered investment advisors (RIAs) are now widely available through TD Ameritrade Institutional and Schwab Advisor Services™, following a successful pilot.
CHICAGO – May 9, 2019 – Envestnet | Tamarac announced a strategic partnership with Practifi. Practifi offers a specialized business management platform and CRM solution for financial advisors and wealth managers, with foundations based on the industry-leading Salesforce CRM platform.
Austin, TX — May 2, 2019 — Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine announced the winners of the 15th Annual Envestnet | PMC & Investment Advisor Asset Manager Awards yesterday during the 2019 Envestnet Advisor Summit, currently taking place at the Austin Convention Center (https://www.envestnet.com/advisorsummit/).
CHICAGO – May 1, 2019 – Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced Envestnet Advisor Analytics, a series of new analytical tools that will empower financial advisors to make better, data-driven decisions and ultimately drive more productivity. The new offering will be available on Envestnet Intelligence, which is Envestnet’s omni-channel platform that includes desktop, mobile, voice, notification and alerting channels.