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.
CHICAGO, Jan. 8, 2020 -- Envestnet, Inc. (NYSE: ENV) has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. As part of ONIMCO's commitment to bringing financial stability and strength to customers, implementing the Envestnet Insurance Exchange empowers its advisors to present clients with unified advice to help them grow and protect their wealth.
CHICAGO, Jan. 6, 2020 -- Envestnet announced today it will provide financial advisors access to a select lineup of lenders on its recently launched Envestnet Credit Exchange platform. Together, TD Bank; LightStream, a Division of SunTrust; Nationwide (in partnership with Supernova Lending, LLC); and First Citizens Bank will offer advisors on the Envestnet platform a broad range of loans with both secured and unsecured financing options, valued from $10,000 to $25 million or more.
CHICAGO – November 05, 2019 – Envestnet | Tamarac today announced it is offering PortfolioCenter Hosted® as a portfolio management solution to help emerging registered investment advisers (RIAs) streamline their daily operations and enrich their client reporting. The solution is designed to grow alongside RIAs' practices, with options to add enhanced features and functionality with Tamarac Reporting, Trading and CRM as their business expands.
CHICAGO IL – NOVEMBER 04, 2019 Envestnet today announced it is adding five Yodlee FinApps to the MyBlocks™ client-engagement tool from MoneyGuide, giving advisors the ability to create an immersive digital experience as they work to help clients improve financial wellness. Like existing blocks, these new Yodlee-powered blocks feed account data into a MoneyGuide plan, delivering broader advice while removing administrative barriers and making engagement easy.
CHICAGO, Oct. 24, 2019 — Envestnet recently hosted its first global hackathon, named ENVathon, which brought more than 500 employees together to ideate and design the next wave of wealth management tools and technology. The innovations from the event are already transforming the company’s technology roadmap, and will ultimately enhance the resources advisors have to grow their business and provide a broader definition of advice to their clients.