BERWYN, Pa., Oct. 8, 2020 -- FIDx, a product-agnostic platform that connects annuities with wealth management platforms and other solution providers, today announced the launch of its proprietary platform, FIDx Protection Intelligence. The launch enables direct integration for any distribution entity to offer access to protection and income solutions from a range of insurance carrier partners.
REDWOOD CITY, Calif., Oct. 7, 2020 -- Envestnet | Yodlee, (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, launched a new interactive map to display key trends on American consumer spending across six industry categories. This tool provides a clear, concise visual of consumer spending trends impacted by the ongoing COVID-19 pandemic and an in-depth look at how the challenging public health and economic environment is financially affecting Americans.
CHICAGO, Sept. 30, 2020 -- Envestnet, Inc. (NYSE: ENV) today announced it has partnered with wealth management industry thought leader Suzanne Siracuse to launch The Big Reveal Podcast Series.
CHICAGO—September 29, 2020—Envestnet, Inc. (NYSE: ENV) announces that Dana D’Auria has joined the organization as Co-Chief Investment Officer of Envestnet. In her new role, she will join Envestnet | PMC’s Investment Committee, and utilize her expertise to further grow and align PMC’s fiduciary solutions and other resources, including overlay services, research and portfolio management.
SAN FRANCISCO--(BUSINESS WIRE)--Wells Fargo & Company (NYSE: WFC) announced today it has entered into a data exchange agreement with Envestnet | Yodlee, a leading financial data aggregation and analytics platform. Powered by an application programming interface (API), Wells Fargo customers will be able to more securely and seamlessly share their financial data with the more than 1,400 third-party financial applications on the Envestnet | Yodlee Financial Data Aggregation Platform that help improve their overall financial wellness.
CHICAGO, Sept. 22, 2020 -- Envestnet, Inc. (NYSE: ENV) announces that TFS Securities, Inc., through its TFS Advisory Services arm, has launched the Envestnet Insurance Exchange, an insurance network delivering access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. The Envestnet Insurance Exchange allows TFS advisors to incorporate annuity solutions into client portfolios as a source of guaranteed income.
CHICAGO—September 15, 2020—Envestnet, Inc. (NYSE: ENV) announces that the Envestnet | Tamarac wealth management platform has implemented an integration with Flourish Cash, a cash management solution. Account data from Flourish Cash can now be accessed and imported by registered investment advisers (RIAs) within Tamarac, further expanding the advice they can deliver.
CHICAGO—September 10, 2020—After celebrating 10 years of being a public company in July, Envestnet, Inc. (NYSE: ENV) is commemorating the 20-year anniversary of its unified advice platform with a microsite featuring a timeline that highlights major growth and innovation milestones over the past two decades.
CHICAGO, Sept. 9, 2020 -- Envestnet, Inc. (NYSE: ENV) has rolled out the Envestnet Retirement Analytics solution for enterprise home offices, providing them with a business intelligence tool for obtaining a clear picture of their books of business for employer-sponsored retirement plans—and helping their clients to achieve better outcomes.
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.