CHICAGO—March 21, 2016—Envestnet, Inc. (NYSE: ENV) received two 2016 Family Wealth Report Awards at an awards dinner held at the Mandarin Oriental in New York City on March 10, 2016. The firm won in the Portfolio Management category, and Chairman and CEO Jud Bergman was honored for his Outstanding Contribution to Wealth Management Thought Leadership.
CHICAGO—March 17, 2016—Envestnet, Inc. (NYSE: ENV) has won the Bank Insurance and Securities Association’s (BISA) 2016 Technology Innovation Award, in recognition of the firm’s role as a leading provider of ongoing technological advancements to the financial services industry.
CHICAGO—March 2, 2016—Envestnet, Inc. (NYSE: ENV) has won the 2016 Private Asset Management Award for Best New Product for High-Net-Worth Advisory, in recognition of the Quantitative Portfolios (QPs) that the firm introduced last year.
CHICAGO, Jan. 12, 2016—Envestnet, Inc. (NYSE: ENV) has begun working with Jefferies Wealth Management to strengthen its service and product offerings. Jefferies Wealth Management, part of global investment banking firm Jefferies Group LLC, is utilizing the Envestnet platform to update its technology, offer a wider array of investment products and solutions, and create operational efficiencies which allow its advisors to devote more time to client engagement and portfolio management.
Chicago, IL—November 19, 2015—Envestnet, Inc. (NYSE: ENV), a leading provider of unified wealth management technology and services to financial advisors, and Yodlee, Inc., the leading cloud-based platform driving digital financial innovation, today announced that the acquisition, originally disclosed on August 10, 2015, has been completed.
CHICAGO, Nov. 17, 2015 -- Envestnet | PMC, the Portfolio Management Consultants group of Envestnet, Inc. (NYSE: ENV), has teamed up with Capital Group's American Funds® to create the American Funds/PMC Active Core Portfolios. This new series of mutual fund portfolios is constructed by selecting active managers whose funds have both high manager ownership and low expense ratios—characteristics that have tended to outperform market indexes and the broader universe of actively managed funds.
CHICAGO, Nov. 11, 2015 -- Envestnet | PMC, the Portfolio Management Consultants group of Envestnet, Inc. (NYSE: ENV), has partnered with CAIS to make available to independent advisors access to third-party hedge funds and private equity funds.
CHICAGO, Oct. 7, 2015 -- Envestnet, Inc. (NYSE: ENV), announces the book launch of Success and Succession: Unlocking Value, Power, and Potential in the Professional Services and Advisory Space, an insightful look at leadership transition from the successor's perspective co-written by Jay Hummel, a senior vice president in the company's Advisory Services group.
The book, published by Wiley, is now available wherever books and eBooks are sold: http://tinyurl.com/Success-Succession
Chicago, IL, September 10, 2015—Envestnet, Inc. (NYSE: ENV) has successfully executed the first stage of integration between its ENV 2 platform and Finance Logix’s financial planning software.
Financial advisors using Envestnet and Finance Logix can now leverage the two systems to seamlessly create more holistic wealth management plans and, ultimately, generate more meaningful engagement with clients.
Chicago, IL, Aug. 25, 2015—Envestnet, Inc. (NYSE: ENV) announces that ENV 2, its next-generation platform, has been chosen by the Berthel Fisher family of companies to power the BerthelEDGE Investment Advisory Platform, an integrated, multi-custodial technology suite for its network of independent financial advisors.