CHICAGO – June 27, 2019 – Envestnet | Tamarac today announced that it will provide more than 200 Merrill Private Wealth Management teams with access to its award-winning portfolio management and reporting solution, helping them offer aggregated performance reporting to clients with complex financial portfolios.
CHICAGO – June 19, 2019 – Envestnet | Tamarac (www.tamaracinc.com) announced that digital account-opening services for independent registered investment advisors (RIAs) are now widely available through TD Ameritrade Institutional and Schwab Advisor Services™, following a successful pilot.
CHICAGO – May 9, 2019 – Envestnet | Tamarac announced a strategic partnership with Practifi. Practifi offers a specialized business management platform and CRM solution for financial advisors and wealth managers, with foundations based on the industry-leading Salesforce CRM platform.
Austin, TX — May 2, 2019 — Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine announced the winners of the 15th Annual Envestnet | PMC & Investment Advisor Asset Manager Awards yesterday during the 2019 Envestnet Advisor Summit, currently taking place at the Austin Convention Center (https://www.envestnet.com/advisorsummit/).
CHICAGO – May 1, 2019 – Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced Envestnet Advisor Analytics, a series of new analytical tools that will empower financial advisors to make better, data-driven decisions and ultimately drive more productivity. The new offering will be available on Envestnet Intelligence, which is Envestnet’s omni-channel platform that includes desktop, mobile, voice, notification and alerting channels.
Chicago, IL – May 1, 2019 – Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that it has completed the acquisition of PIEtech, Inc., the creator of the MoneyGuide family of financial planning applications. The acquisition was first announced on March 14, 2019.
CHICAGO — April 26, 2019 — Envestnet, Inc. (NYSE: ENV) will hold its annual Envestnet Advisor Summit May 1-2, 2019 at the Austin Convention Center in Austin, Texas. This year is set to be the largest Summit yet, attracting more than 2,500 financial professionals from over 600 firms, who will learn about industry changes, new technology developments, the latest in investment strategies and what is ahead in shaping the wealth management industry. More information can be found here.
CHICAGO – March 14, 2019 – Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced it will acquire PIEtech, Inc., the creator of the MoneyGuide family of financial planning applications. MoneyGuide is a leading goals-based financial planning application used by financial advisors.
Envestnet Insurance Exchange, a new insurance network that integrates insurance solutions into the wealth management process on the Envestnet platform, now offers access to a robust line-up of six carriers. Envestnet Insurance Exchange will streamline and enhance advisors' ability to deliver the full lifecycle of financial advice to their clients.