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.
CHICAGO—May 18, 2016—Envestnet, Inc. (NYSE: ENV) unveiled The Essential AdvisorTM, which advocates the quantifiable value professional financial advisors deliver in helping consumers reach their financial goals, at this year’s Envestnet Advisor Summit (http://www.envestnet.com/advisorsummit), currently underway at the Hilton Chicago.
The new initiative (www.envestnet.com/essentialadvisor)
CHICAGO—May 11, 2016 —Envestnet, Inc. (NYSE: ENV) will hold its annual Envestnet Advisor Summit from May 18-20, 2016 at the Hilton Chicago. Now in its fifth year, the three-day industry conference is set to draw more attendees and sponsors than ever before, topping the 2015 Summit’s record figures of more than 1,500 attendees, over 525 unique firms, and more than 115 exhibitors and sponsors.
For more information about the Summit visit:
CHICAGO—April 27, 2016—The Money Management Institute (MMI) has bestowed its 2016 Industry Leadership Award for Advisory Solutions Provider of the Year—Outsourced Investment Advisory Services upon Envestnet, Inc. (NYSE: ENV). The award honors the technology or service provider whose outsourced investment advisory services offerings best exemplify overall excellence and the qualities most valued by managers, program sponsors, and financial advisors.