Press Releases
Press Releases
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Dec 7, 2021New Partnership Provides Financial Institutions Seamless Integration of AI-Powered Virtual Financial Assistant and Digital Customer Engagement Collaboration
Abe.ai (an Envestnet solution), a leader in artificial intelligence (AI)-powered virtual assistant products for financial institutions and POPi/o®, a leading provider of Digital Customer...
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Dec 7, 2021
Advisor Credit Exchange, LLC announces that Janney Montgomery Scott LLC will now offer the Advisor Credit Exchange platform to its Financial Advisors, expanding the lending solutions available to...
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Dec 6, 2021
CHICAGO--(BUSINESS WIRE)--Envestnet, Inc. (NYSE: ENV), today announced that the Company will be hosting a fireside chat at the Goldman Sachs U.S. Financial Services Conference in New York, NY on...
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Dec 2, 2021Financial institutions gain better access to consumer-permissioned financial data, strengthening data protection while bolstering connectivity and reliability
Jack Henry & Associates, Inc.® (NASDAQ: JKHY) is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Today Jack Henry...
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Dec 1, 2021FIDx & SIMON to Integrate to Deliver a Unified Platform Experience for Annuities, Simplifying Income & Protection Solutions for Client Portfolios
Envestnet https://www.envestnet.com/ (PRNewsfoto/Envestnet, Inc.) FIDx is the insurance technology platform that connects advisors to a world of planning, insurance, investing and protection...
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Nov 17, 2021Direct Access API Agreement has led to removal of 296,000 stored customer credentials, more control for customers, and 30% increase in account linking success
Envestnet | Yodlee, a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, and Capital One Financial Corporation (NYSE:COF)...
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Nov 16, 2021Envestnet Simplifies the Delivery & Lifecycle Management of Income- and Protection-Focused Products by Integrating SIMON's End-to-End Suite of Digital Tools Across its Ecosystem
Envestnet https://www.envestnet.com/ (PRNewsfoto/Envestnet, Inc.) SIMON Markets LLC CHICAGO and NEW YORK, Nov. 16, 2021 /PRNewswire/ -- Envestnet, Inc. announces that it is partnering with SIMON...
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Nov 11, 2021Brings track record of innovation in income benefits and distribution to RIA market Expands reach with FIDx-Powered Envestnet Insurance Exchange
NEW YORK--(BUSINESS WIRE)--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the continued expansion of its...
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Nov 8, 2021Revenues, adjusted EBITDA and adjusted EPS exceed guidance in Q3 2021, Raising 2021 Outlook
CHICAGO--(BUSINESS WIRE)--Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for the three and nine...
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Nov 1, 2021New hire joins executive team to Optimize the Delivery of Envestnet's Financial Ecosystem for an Intelligent & Connected Financial Life
Envestnet, Inc. announces that Dawn Newsome has joined the firm as Chief Business Operations Officer. As a member of the executive team, Dawn will ensure Envestnet remains well-positioned to...