CHICAGO, March 30, 2021 -- Envestnet, Inc. (NYSE: ENV) announces that Envestnet | PMC (PMC) has launched Private Wealth Consulting, a new white-glove offering that allows financial advisors to meet the investment management needs of high-net-worth clients, while also strengthening client engagement and relationships. Private Wealth Consulting strengthens the full breadth of PMC's high-net-worth servicing capabilities with custom discretionary portfolio construction that includes tax and impact overlay options.
RICHMOND, Va., March 29, 2021 -- Envestnet | MoneyGuide announced the launch of two new blocks – the Spend vs. Borrow Block and the Mortgage Refinance Block – in its MyBlocksSM series.
CHICAGO—March 25, 2021— Envestnet, Inc. (NYSE: ENV) announces that BOK Financial (NASDAQ: BOKF) has joined the Envestnet Trust Services Exchange, powered by Trucendent, in a partnership aimed at providing financial advisors and their clients with access to a nationally chartered, advisor-friendly trust company with a broad array of services.
CHICAGO—March 24, 2021—Envestnet, Inc. (NYSE: ENV) announces that four experienced industry professionals have joined the firm. The new additions constitute the latest milestone in the ongoing growth and unification of Envestnet's financial wellness ecosystem.
Berwyn, PA—March 23, 2021—Envestnet, Inc. (NYSE: ENV) and Fiduciary Exchange LLC (FIDx), the only retirement platform representing a single point of connectivity between insurance products and broad financial advisor distribution, today announced another leading insurance carrier, Great American Life Insurance Company®, has joined the fold.
CHICAGO—March 17, 2021—Envestnet, Inc. (NYSE: ENV) announced today that its Variable Annuity Program is being expanded to become the Envestnet Insurance Exchange, powered by Fiduciary Exchange, LLC (FIDx). This innovation provides access to all types of annuities, enabling advisors to deliver fully integrated advice within Envestnet’s financial wellness ecosystem. Full integration will be completed by December 31, 2021.
CHICAGO—March 16, 2021—Envestnet (NYSE: ENV) announced today it has acquired technology from Apprise Labs to advance Envestnet’s roadmap to deliver a reimagined client portal experience that will focus on helping clients achieve financial wellness through deeper connections with their advisors. The deal also includes the acquisition of cash flow planning and advanced estate planning solutions that will enhance Envestnet | MoneyGuide’s robust financial planning ecosystem.
SAN MATEO, Calif., March 2, 2021 -- Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services announced today it is partnering with Productfy, a developer-focused business-to-business (B2B) FinTech platform that provides embedded financial products, to offer a single platform for quicker development of financial products and solutions for FinTech startups.
CHICAGO, Feb 24, 202 -- Envestnet, Inc. (NYSE: ENV) announces the launch of the Envestnet Trust Services Exchange, a new solution for helping Registered Investment Advisers (RIAs) and broker-dealers seamlessly utilize trust accounts to facilitate the efficient transfer of wealth from generation to generation.
RICHMOND, Va., Feb. 22, 2021 -- Envestnet | MoneyGuide announced the launch of MoneyGuideEngine, a repertoire of financial algorithms that offer the same capabilities that power the industry's No. 1 financial planning solution. MoneyGuideEngine is now available and accessible to any personal finance-based digital offerings.