Press Releases

ACE names industry veterans J.P. Connellan as CEO and Melanie Warner as COO and Head of Business Development BERWYN, Pa., Oct. 25, 2023 /PRNewswire/ -- Advisor Credit Exchange (ACE) today...

Inaugural Partnership with Central Bank Offers an Embedded Digital Investing Experience for Online and Mobile Bank Users BERWYN, Pa., Oct. 23, 2023 /PRNewswire/ -- At a time when consumers...

Credit Accelerator Harnesses Alternative Data to Enable More Inclusive Credit Decisions BERWYN, Pa., Oct. 20, 2023 /PRNewswire/ -- Envestnet | Yodlee is proud to unveil Credit Accelerator, a...

Envestnet® | Yodlee® commends the Consumer Financial Protection Bureau (CFPB) for its progressive proposal to establish a Personal Financial Data Rights rule, as unveiled today. This rule, aimed...

First Command Advisors To Access Full Financial Wellness Ecosystem Including: Data Aggregation, Financial Planning, Enhanced Reporting, Portfolio Management, CRM Integration, and Tax Overlay...

Drawing on Billions of Transactions, Businesses Across 60+ Industries Can Draw Signals from Timely Data to Make Informed Decisions BERWYN, Pa., Oct. 12, 2023 /PRNewswire/ -- Envestnet | Yodlee is...

Envestnet, Inc. (NYSE: ENV), a leading provider of integrated technology, intelligent data and wealth solutions, today announced that Joshua B. Warren is joining the company as Chief Financial...

Envestnet has partnered with voting technology provider iconik to enable enhanced proxy voting solutions for the firm's Sustainable Quantitative Portfolios, providing a way for individual...

Next-Generation Updates Enhance the Advisors' Day-to-Day Experience, through a Focus on Proposal & Trading, Client Portal, Envestnet's Insights Engine, and Optimized User Experience BERWYN, Pa.,...

Choir Certification for Financial Industry Conferences Requires Meeting Rigorous Standards for Amplifying the Voices of Women, Non-Binary People & People of Color BERWYN, Pa., July 6, 2023 /PRNewswire