Chicago, IL — September 25, 2017 — Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that it will acquire FolioDynamix, a provider of integrated wealth management technology solutions.
CHICAGO—September 13, 2017—Envestnet | PMC, the Portfolio Management Consultants group of Envestnet, Inc. (NYSE: ENV), has launched the Gender Equity Large Cap Core Portfolio, a new offering in its series of Quantitative Portfolios (QPs). The product seeks to deliver competitive returns by investing in companies that are leaders in fostering gender diversity and inclusion through their business activities—and is the first in the industry to provide access to this type of impact-driven portfolio through a passively managed separately managed account (SMA) vehicle.
CHICAGO—August 24, 2017—Envestnet | PMC, the Portfolio Management Consultants group of Envestnet, Inc. (NYSE: ENV), now provides the advisors it serves with access to long/short equity strategies available on the Envestnet platform through separately managed accounts (SMAs).
Milwaukee, WI, Aug. 07, 2017 (GlobeNewswire) -- Advicent, a leading provider of SaaS technology solutions for the financial services industry, announced today a new integration with Envestnet, a leading provider of integrated portfolio, practice management, and reporting solutions used by over 55,000 advisors nationwide.
New York, NY – (GlobeNewswire) – July 25, 2017 – WisdomTree Investments, Inc. (NASDAQ: WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager driven by research and technology, today announced WisdomTree’s model portfolios will now be available on the Envestnet Wealth Management platform. Envestnet, Inc. (NYSE: ENV) is the leading provider of intelligent systems for wealth management and financial wellness.
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 (http://www.envestnet.com/advisorsummit).
CHICAGO—May 4, 2017—To 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.
DALLAS—May 3, 2017—At 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.