CHICAGO—October 18, 2016—Envestnet, Inc. (NYSE: ENV) has deepened its integration and relationship with National Advisors’ family of companies—including National Advisors Trust Company, FSB; National Advisors Trust of South Dakota, Inc.; National Advisors Concierge Services; and National Advisors Holdings, Inc.—making it possible for banks, independent trust companies, and RIAs alike to benefit from a unified wealth management offering.
CHICAGO—October 14, 2016—Envestnet, Inc. (NYSE: ENV) has received four 2016 WealthManagement.com Industry Awards, which recognize companies and organizations that support financial advisor success. James Lumberg, Co-Founder and Executive Vice President of Envestnet, led the team of Envestnet executives who accepted these awards during a ceremony held at the Mandarin Oriental in New York City on September 29, 2016.
CHICAGO and TRIVANDRUM, India, Oct. 14, 2016 -- Envestnet, Inc. (NYSE: ENV) announces that Envestnet India has organized the second annual "Architecting Intelligence" conference for software architects, bankers, and financial advisors. In addition to focusing on the rapidly evolving technology of "Intelligence as a Utility," its influence on financial services, and presenting innovative solutions to bankers from regional and national financial institutions, the forum also includes a 24-hour hackathon focused on corporate social responsibility.
CHICAGO—October 13, 2016— Envestnet, Inc. (NYSE: ENV) announced today the publication of a white paper, “Technology Integration Turbocharges Advisor Productivity: Making Time for Clients,” based on new primary research from Aite Group.
CHICAGO, Oct. 10, 2016 -- Envestnet, Inc. (NYSE: ENV) announced today that it has acquired Wheelhouse Analytics LLC, a technology company that provides data analytics, mobile sales solutions, and online education tools to financial advisors, asset managers and enterprises. Envestnet will deeply integrate Wheelhouse Analytics' tools, delivering robust online dashboards and reporting that provides actionable intelligence.
CHICAGO—October 5, 2016—Envestnet, Inc. (NYSE: ENV) today introduced technology solutions and consulting services that will assist advisors and enterprises in complying with the Department of Labor’s (DOL) Fiduciary Rule.
CHICAGO—September 20, 2016—Envestnet, Inc. (NYSE: ENV) announces that Innovation Partners, LLC, a diversified financial services and consulting firm, has begun utilizing financial wellness solutions from Envestnet | Yodlee to provide a consistent wealth management experience for clients, and a holistic picture of every client’s wealth, via a single interactive portal.
BOSTON and CHICAGO –- May 24, 2016 –- Fidelity Institutional announced today that it reached $150 billion in assets on the Managed Accounts Solutions (MAS) platform,[i] which is powered by Envestnet, Inc.
CHICAGO—May 20, 2016—Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine announced the winners of the 12th Annual Separately Managed Account (SMA) Manager and Strategist of the Year Awards yesterday during the 2016 Envestnet Advisor Summit, currently taking place at the Hilton Chicago (http://www.envestnet.com/advisorsummit).
CHICAGO—May 19, 2016—Envestnet, Inc. (NYSE: ENV) has unveiled Open ENV to offer differentiated user experiences, accelerate integrations and extend the availability of Envestnet’s solutions. The roll-out, released as part of Envestnet’s ongoing technology innovation process, was announced today during the Envestnet Advisor Summit (http://www.envestnet.com/advisorsummit), which is underway at the Hilton Chicago.