Press Releases
Press Releases
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Dec 14, 2021
Envestnet https://www.envestnet.com/ (PRNewsfoto/Envestnet, Inc.) Wellington-Altus Financial Inc. https://www.wellington-altus.ca/ WINNIPEG, TORONTO, MONTREAL, and CHICAGO, Dec. 14, 2021...
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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...
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Oct 29, 2021
CHICAGO--(BUSINESS WIRE)--Envestnet, Inc. (NYSE: ENV), today announced that Anil Arora has resigned as a director of the Company effective October 28, 2021. “Anil’s knowledge of, and...
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Oct 25, 2021Through Investment in YieldX's Tools, Envestnet Empowers More Advisors to Help Clients Meet Income Needs
YIELDX https://yieldx.app/ CHICAGO and MIAMI, Oct. 25, 2021 /PRNewswire/ -- Envestnet, one of the largest ecosystems transforming the way financial advice and wellness are delivered, and YieldX, a...
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Oct 18, 2021Access to Credit Solutions can Help Clients Manage Both Sides of Their Balance Sheets
Envestnet announces that investment advisor (IA) reps affiliated with MML Investors Services, LLC (MMLIS) can now offer Envestnet Credit Exchange services to access residential real estate and...
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Oct 12, 2021Advisors in Carson Group's ecosystem will soon have access to Envestnet | MoneyGuide's full suite of solutions, from interactive MyBlocks to sophisticated estate planning capabilities offered from Wealth Studios
(PRNewsfoto/Carson Group) For more information on Envestnet | MoneyGuide, please visit www.moneyguidepro.com and follow us on Twitter at @ENVMoneyGuide (PRNewsfoto/Envestnet | MoneyGuide) OMAHA, Neb.
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Oct 5, 2021Partnership Fuses the Worlds of Health & Wealth, Allowing Advisors to Seamlessly Assist Medicare-Eligible Clients with Insurance Plan Selection, Enrollment & Management
Envestnet, Inc. announces that it has forged an exclusive partnership with Healthpilot, a transformational digital engagement platform that simplifies the Medicare health insurance plan selection...
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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...
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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...
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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...
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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...
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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...
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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...
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Jul 21, 2021
SAN FRANCISCO--(BUSINESS WIRE)--Envestnet | MoneyGuide and StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, announced a new integration partnership to...
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Jul 16, 2021
CHICAGO--(BUSINESS WIRE)-- Envestnet, Inc. (NYSE: ENV), today announced that the Company will release second quarter 2021 financial results on Thursday, August 5, 2021 after market close. The...
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Jul 13, 2021- Envestnet to provide access to a curated menu of alternative investments by UBS and iCapital Network through new Alternatives Exchange, leveraging iCapital's turnkey technology solution - By expanding access to alternative investment products through Envestnet's ecosystem, UBS and iCapital strengthen their market positions and reach more investors
UBS http://www.ubs.com/ Envestnet https://www.envestnet.com/ (PRNewsfoto/Envestnet, Inc.) iCapital Network www.icapitalnetwork.com CHICAGO and NEW YORK, July 13, 2021 /PRNewswire/ -- UBS (NYSE: UBS),
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Jul 8, 2021South Dakota-Based Trust Administrator's Services are Available to RIAs & Broker-Dealers Through Trucendent-Powered Trust Account Marketplace
Envestnet, Inc. (NYSE: ENV) announces that Sterling Trustees has joined the Envestnet Trust Services Exchange, powered by Trucendent, to provide its suite of South Dakota trust administration...
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Jun 24, 2021
CHICAGO--(BUSINESS WIRE)--Envestnet, Inc. (NYSE: ENV), today announced that the Company will host a virtual Investor Day on Tuesday, June 29, 2021 and Wednesday, June 30, 2021. At the virtual...
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Jun 24, 2021Collaboration provides accelerated access to Envestnet | Yodlee's Aggregate Data Analytics for AWS Customers
Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services announced today the availability of its...
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Jun 21, 2021
RF Capital Group Inc. (TSX: RCG) today proudly announced that its wholly-owned subsidiary Richardson Wealth Limited (Richardson Wealth) has engaged with Envestnet to build the premier financial...
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Jun 17, 2021Updated Portal Combines Envestnet | Yodlee Best-in-Class Financial Data, API Connections with Streamlined Onboarding, Solution-Focused Design for Swift Go-To-Market Approach
Envestnet | Yodlee, (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, today unveiled an enriched developer...
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Jan 26, 2021Innovation Provides Actionable Next Steps that Advisors can Take Based on the Unique, Machine-Learning-Created Profile for Every Client--Presented in Streamlined List Format
CHICAGO, Jan. 26, 2021 -- Envestnet, Inc. has announced the launch of the new version of its Recommendations Engine for enterprise organizations. The Recommendations Engine smartly sifts through...