Berwyn, PA—September 1, 2020—FIDx, a product-agnostic platform that connects insurance solutions with wealth management platforms and other providers, today announced a strategic partnership with financial planning software provider Envestnet | MoneyGuide that gives insurance-licensed financial professionals the capability to plan, research, propose, and manage annuity products from within MoneyGuide.
CHICAGO, Aug. 26, 2020 -- Envestnet, Inc. (NYSE: ENV) announces that Envestnet | Tamarac (Tamarac) has been named a “Best-In-Class” portfolio management and reporting system vendor in Aite Group’s most recent industry impact report, published in August 2020.
CHICAGO, Aug, 2020 -- Envestnet, Inc. (NYSE: ENV) announces that The Bancorp Bank, a wholly-owned subsidiary of The Bancorp, Inc. (NASDAQ: TBBK), has joined the roster of lenders on the Envestnet Credit Exchange, providing financial advisors with seamless access to securities-backed lines of credit.
CHICAGO, Aug. 17, 2020 -- Envestnet, Inc. (NYSE: ENV) announces that 3,388 students have completed the Envestnet Institute On Campus program as of June 30, 2020. Five years after its establishment, the online asset and wealth management career-training initiative now includes 40 participating colleges and universities across the country.
CHICAGO -- Aug. 10, 2020-- Envestnet, Inc. (NYSE: ENV), today announced that the Company will be participating at the following virtual investor conferences:
On Wednesday, August 12, 2020, the Company will be presenting at the UBS Virtual Financial Services Conference. The presentation will begin at 2:10 PM ET.
On Wednesday, August 19, 2020, the Company will be participating at the virtual Raymond James SMID Cap Growth Conference.
REDWOOD CITY, Calif., Aug. 5, 2020 -- Envestnet | Yodlee, (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, today announced its Insights Solutions, designed to help financial institutions and FinTechs grow their market share by enabling hyper-personalized digital financial experiences and providing the data needed for customer segmentation.
RICHMOND, VA—July 28, 2020—Envestnet | MoneyGuide today announced that MoneyGuide and Envestnet Analytics have teamed up to provide free plan analytics to clients of MoneyGuide. This new service will be integrated into MoneyGuide and will provide analysis of planning usage, key metrics, and update patterns.
The analytics will be available via a software-as-a-service (SaaS) platform in the form of online dashboards with filtering and export capabilities.
CHICAGO—July 22, 2020—Envestnet, Inc. (NYSE: ENV) announces that Dani Fava has joined the firm as Head of Strategic Development. In her newly created role, Ms. Fava will work closely with business, product, and client-facing teams to identify, analyze, and prioritize transformative opportunities to expand and deliver on Envestnet’s strategic roadmap.
CHICAGO—July 21, 2020—Envestnet, Inc. (NYSE: ENV) announces that Hornor, Townsend & Kent, LLC (HTK), a broker-dealer and registered investment adviser (RIA), has launched the Envestnet Insurance Exchange, a platform delivering access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform.
CHICAGO—July 15, 2020—Envestnet, Inc. (NYSE: ENV) has rolled out a new resource, The Advisor’s Playbook for Leading Your Clients Forward, outlining the COVID-19 pandemic’s far-reaching impact on the wealth management industry—and the steps financial advisors can take to adapt.
The Advisor’s Playbook for Leading Your Clients Forward can be downloaded at https://www.envestnet.com/leading-clients-forward.