Press Releases
Press Releases
| Su | Mo | Tu | We | Th | Fr | Sa |
|---|---|---|---|---|---|---|
| Su | Mo | Tu | We | Th | Fr | Sa |
|---|---|---|---|---|---|---|
-
Sep 29, 2021New agreement strengthens data protections for Navy Federal members, while bolstering overall data connectivity and reliability
Envestnet | Yodlee -- a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services -- and Navy Federal Credit Union (NFCU) today...
-
Sep 29, 2021New offering--powered by Aladdin® technology--seeks to manage tax exposure & improve after-tax returns for FSP accounts invested in mutual funds & ETFs, all year long
Envestnet | PMC (PMC) announces the rollout of its Fund Strategist Tax Management Service, enabling financial advisors to seamlessly manage the tax consequences of fund strategist portfolio (FSP)...
-
Sep 21, 2021Agreement signifies alignment between TD and Envestnet | Yodlee about access to customer financial data
TD Bank Group and Envestnet | Yodlee today announced a data access agreement to address the needs of an increasingly digital customer base. This North American agreement signifies the alignment...
-
Sep 8, 2021
Envestnet | Yodlee, a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, has today announced its contract renewal with Finder,...
-
Aug 23, 2021Planning Analytics Component & Annuity Data Strengthen Actionable Recommendations & Engagement Opportunities for Advisors
Envestnet has rolled out updates to the new version of its Recommendations Engine, allowing financial advisors at enterprise organizations and Registered Investment Advisers (RIAs) to further...
-
Aug 19, 2021Single Sign-On Access to Qualis Portal Simplifies the Process of Making Direct Investments in Alternatives at Lower Minimums & Institutional Pricing for Financial Advisors
Qualis Capital LLC today announced its single sign-on integration with its latest strategic partner, Envestnet, a leading provider of intelligent systems for wealth management and financial...
-
Aug 10, 2021
London, 10 August, 2021— Envestnet | Yodlee, a leading data aggregation and data analytics platform for financial services, has announced it will provide account verification for one of the most...
-
Aug 2, 2021Helping advisors to simplify the process of building a financial plan with clients in MyBlocksSM
Envestnet | MoneyGuide announced the launch of My Plan Builder, a new category of six blocks in its MyBlocksSM series that can serve as an on-ramp to planning for advisors and their clients. The...
-
Jul 29, 2021Peak Trust Company's Presence on Trucendent-Powered Trust Account Marketplace Enables Advisors' Clients to Benefit from Favorable Trust Rules in Alaska & Nevada--Without Having to Reside There
Envestnet, Inc. (NYSE: ENV) announces that Peak Trust Company (Peak), an advisor-focused firm offering customized trust administration for individuals and families, has joined the Envestnet Trust...
-
Jul 22, 2021Pooled Plan Provider Harnesses Envestnet's Portfolio Construction & Investment Selection Capabilities to Enhance its Low-Cost, Fully Digital 401(k) Solution Designed for Small Business Owners & Their Financial Advisors
Envestnet Retirement Solutions, a subsidiary of Envestnet, Inc. (NYSE: ENV), announces that it has been chosen by Sallus Retirement LLC (Sallus Retirement) to serve as investment manager for the...