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.


Raleigh, N.C. - First Citizens Wealth Management, part of Raleigh-based First Citizens Bank, today announced that it has implemented an industry leading integrated platform by Envestnet, providing a more unified experience for financial advisors and enhanced client service.


CHICAGO—June 5, 2017—Envestnet | PMC, the Portfolio Management Consultants group of Envestnet, Inc. (NYSE: ENV), has introduced a new quantitative approval process for evaluating strategic beta exchange-traded funds (ETFs). The methodology for evaluating these products has been developed by PMC’s Quantitative Research Group (QRG).


CHICAGO—May 5, 2017—Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine announced the winners of the 13th Annual Separately Managed Account (SMA) Manager and Strategist of the Year Awards yesterday during the 2017 Envestnet Advisor Summit, currently underway at the Gaylord Texan Resort & Convention Center in Grapevine, Texas (


CHICAGOMay 4, 2017To empower advisors and enterprises to deliver better financial outcomes through better intelligence, Envestnet, Inc. (NYSE: ENV) has unveiled new technology enhancements, further supporting financial advisors' unique value proposition.


DALLASMay 3, 2017At its annual Advisor Summit this week, Envestnet, Inc. (NYSE: ENV) introduced the new Essential Advisor™ Certification Program and Essential Advisor™ Awards. Designed in partnership with Cannon Financial Institute, Inc., the Essential Advisor™ program arms financial advisors with the tools they need to help clients navigate financial decisions through every stage of their lives.


DALLASMay 2, 2017Envestnet (NYSE: ENV), a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions, today announced an expanded data analytics product lineup that harnesses the power of data intelligence to efficiently uncover growth opportunities and provide critical insights for Envestnet, Yodlee, an


CHICAGO—April 5, 2017—Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine have selected finalists for the 13th Annual Separately Managed Account (SMA) Manager and Strategist of the Year Awards. The awards pay tribute to best-in-class portfolio managers, and will be presented during the 2017 Envestnet Advisor Summit, which is taking place May 3-5 at the Gaylord Texan Resort & Convention Center in Grapevine, Texas (


CHICAGO – March 30, 2017Envestnet, Inc. (NYSE: ENV) will host its sixth annual Envestnet Advisor Summit May 3-5, 2017 at the Gaylord Texan Resort and Convention Center in Dallas, Texas. The conference is expected to draw more than 2,000 investment professionals from across the country to talk about today’s investment climate and strategies to support financial advisors as they grow their business in 2017 and beyond.


CHICAGOMarch 16, 2017Envestnet, Inc. (NYSE: ENV) announced today that it is one of the Bank Insurance and Securities Association's (BISA) 2017 Technology Innovation Award recipients.


CHICAGO—March 15, 2017—Envestnet, Inc. (NYSE: ENV) received three 2017 Family Wealth Report Awards at an awards dinner held at the Mandarin Oriental in New York City on March 2, 2017. The firm won in the Portfolio Management, Compliance and Outsourcing/Business Process Outsourcing categories.