Press Releases

Featured Press Release - 05/16/18

CHICAGO—May 16, 2018— Envestnet introduced today the Envestnet Insurance Exchange, a 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. The offering was announced today during the Envestnet Advisor Summit, which is currently underway at the Ernest N. Morial Convention Center in New Orleans.

05/14/14

CHICAGO, IL—May 14, 2014—Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, introduces a new multi-source online advisor portal, Envestnet Institute, to serve the ongoing educational needs of the independent advisor community.

04/30/14

CHICAGO, April 30, 2014 -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, has enhanced the capabilities of its Envestnet Impact Investing Solutions program, and now offers these impact investment services through its Portfolio Management Consultants group, Envestnet | PMC®.

04/28/14

CHICAGO, April 28, 2014 -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, and Investment Advisor magazine have partnered again to reveal the finalists in the 10th Annual Separately Managed Account (SMA) Manager of the Year Awards.

04/08/14

CHICAGO, April 8, 2014 -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, will host the "2014 Envestnet Advisor Summit: The Next Big Idea" from May 14–16, 2014 at the Hilton Chicago. With more than 1,200 attendees anticipated this year, the Advisor Summit is quickly becoming one of the industry's must-attend annual events for advisors.

03/18/14

CHICAGO, March 18, 2014 -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, has released a white paper discussing the obstacles that single and multi-family offices face when attempting to collect and report comprehensive financial information for their clients.

03/13/14

CHICAGO, March 13, 2014 -- Envestnet | Tamarac, a part of Envestnet, Inc. (NYSE: ENV), a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, experienced an extremely productive 2013 fiscal year, entering into contracts with 173 RIAs, bringing the total number of independent RIA clients on Tamarac's Advisor Xi® platform to over 650 firms collectively managing in excess of $350 billion in assets (based off most recent ADV information).

03/12/14

CHICAGO, March 12, 2014 -- Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), a leading provider of integrated, web-based portfolio and client management software for independent advisors, announced today William Blair & Company's selection of key components of their custodian agnostic platform, Advisor Xi®, for its private wealth management business.

03/04/14

CHICAGO, March 4, 2014 -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, announced today that Envestnet | PMC (PMC), its portfolio consulting group, has launched its Liquid Endowment Portfolios (LEP), a new series of multi-manager portfolios.

02/26/14

Chicago, Feb. 26, 2014 -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, announces that President Bill Crager will moderate a panel discussion at the American Bankers Association (ABA) Wealth Management and Trust Conference, which will take place from February 26-28, 2014 at the Hilton San Diego Bayfront Hotel.

02/10/14

CHICAGO, Feb. 10, 2014 -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, announced today that Envestnet|PMC, its portfolio consulting group, has launched the Quantitative Portfolios, a series of separately managed account portfolios that leverage Envestnet | Tamarac's tax managed indexing technology to track an underlying index.

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