Press Releases
Press Releases
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Jun 14, 2022For the first time, more than 14 million RBC clients have direct connection to Envestnet | Yodlee's 1,500+ apps and services
RBC is pleased to announce a data access agreement with Envestnet | Yodlee, a leading data aggregation and analytics platform, to address the needs of an increasingly digital customer base. The...
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Jun 7, 2022Envestnet Aligns Business Under Envestnet Solutions, Envestnet Data and Analytics, and Envestnet WealthTech
Envestnet announced today organizational changes to accelerate the growth of the Envestnet financial wellness ecosystem by streamlining its business into three business lines: Envestnet Solutions,...
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Jun 1, 2022Digital 401(k) Retirement Plan Marketplace Provides a Seamless & Efficient Way for Advisors to Incorporate Retirement Plan Servicing into Their Practices
Envestnet today announced its acquisition of 401kplans.com, a digital 401(k) retirement plan marketplace that streamlines retirement plan distribution and due diligence among financial advisors...
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May 31, 2022
BERWYN, Pa.--(BUSINESS WIRE)--Envestnet, Inc. (NYSE: ENV), today announced that the Company will be participating in a fireside chat at the 2022 RBC Capital Markets Financial Technology Conference...
May 18, 2022Top Insurance Carrier Adds a Significant Number of its Commission and Fee-Based Products to Financial Professionals Connected to the Envestnet Insurance ExchangeLincoln Financial Group (NYSE: LNC) has added more than 25 of its annuity products to the Envestnet Insurance Exchange, powered by FIDx, the only digital marketplace representing a single point of...
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May 9, 2022Integrated, flexible platform designed to enhance and advance retirement plan engagements at no additional cost to financial professionals
AUSTIN, Texas--(BUSINESS WIRE)--Industry leading wealth management platform, Kestra Financial, today announced the launch of Retirement Plan Enterprise (RPE) in partnership with Envestnet...
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May 5, 2022
BERWYN, Pa.--(BUSINESS WIRE)--Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for the three months...
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Apr 28, 2022Latest Innovations Build on the Firm's Technology Roadmap To Support a Single View of a Client's Entire Financial Life
Envestnet has launched a series of technology updates throughout its ecosystem, designed to meet and exceed the evolving technology and investing needs of financial advisors and their clients....
Apr 25, 2022FIDx Connects Insurance Carriers with a Growing Selection of Advisors & Distributors via Platform/Software-Agnostic ExperienceFiduciary Exchange LLC (FIDx) announces that it has forged a strategic partnership with Bonsai, LLC (Bonsai). The integration allows registered investment advisers (RIAs) and hybrid advisors to...
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Apr 20, 2022Door's Digital Platform Streamlines Information Management for Asset Managers & Research Analysts
Envestnet announces a partnership with Door, a leading global digital due diligence and risk management platform, to streamline and optimize its research on asset managers and their investment...