Press Releases
Press Releases
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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...
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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)...
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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...
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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,...
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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...