REDWOOD CITY, Calif., April 16, 2020 -- Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, announced today that it has come to terms with Charles Schwab on a financial data access agreement.
CHICAGO, April 8, 2020 -- The world has changed due to the COVID-19 outbreak, and the pandemic has had a dramatic impact on Americans' financial lives. Envestnet, Inc. (NYSE: ENV) today announced a special free offer of its MyBlocks™ financial planning tool, by Envestnet | MoneyGuide, to give consumers access to planning solutions that they can explore on their own through a financial advisor.
CHICAGO, April 7, 2020 -- PCS Retirement, a leading provider of retirement plan recordkeeping services, today announced the rollout of the ManagedPlan™ turnkey solution for retirement plan sponsors and their financial advisors, developed and run in partnership with Envestnet Retirement Solutions (ERS). This solution will initially be launched by a large broker-dealer client of Envestnet, Inc. (NYSE: ENV), with the goal of making it available to other Envestnet enterprise clients.
RICHMOND, Va., April 2, 2020 -- Envestnet | MoneyGuide today announced the launch of a new Tax Planning feature that will enable advisors to have deeper conversations with clients regarding different strategies and show via interactive graphics and illustrations the potential impact of each across personalized retirement plans.
CHICAGO, March. 30, 2020 -- The Board of Directors of Envestnet, Inc. (NYSE: ENV) announced today the following leadership appointments, effective immediately:
CHICAGO, March 24, 2020 / -- Envestnet, Inc. (NYSE: ENV) has entered into a strategic partnership with Compliance Solutions Strategies (CSS) to offer a comprehensive, fully customizable Form CRS software solution for registered investment advisers (RIAs) and broker-dealers to Envestnet clients. CSS's Form CRS Automator software is designed to help firms meet the Form CRS filing requirements adopted by the Securities and Exchange Commission (SEC) ahead of the June 30, 2020 deadline.
CHICAGO, March 5, 2020 -- Envestnet, Inc. (NYSE: ENV) today announced it will relocate its North Carolina-based offices later this year to three floors of a futuristic, high-rise building currently under construction in the heart of downtown Raleigh. The move will give the Envestnet teams based there enough space to more than double their headcount over the next year.
CHICAGO, February. 19, 2020 -- Envestnet | PMC today announced the launch of a Strategist UMA program, a suite of unified managed accounts for advisors working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. These portfolios bring together offerings from six top asset managers on the Envestnet platform.
CHICAGO, January. 16, 2020 -- Envestnet | PMC and Invesco today introduced seven new model portfolios — now available on the Envestnet platform — that optimize the advantages of both active and passive fund management. By pairing high-performing mutual funds from Invesco with portfolio construction and asset allocation led by experts at Envestnet | PMC, the portfolio consulting group of Envestnet, the companies have created a suite of products that may allow advisors and investors to enhance returns, improve diversification, reduce volatility and manage downside risk.
CHICAGO, Jan. 8, 2020 -- Envestnet, Inc. (NYSE: ENV) today announced it is joining forces with Dynasty Financial Partners to launch the Advisor Services Exchange (ASx), which will offer financial advisors using Envestnet's platforms an enhanced set of tools and services to help build and grow their businesses.