Envestnet Inc $ 60.36 1.07 (1.8%)
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ENV News and Headlines - Envestnet
Forthcoming Envestnet | Yodlee Financial Insights API will enable financial service providers to deliver more meaningful insights to their customers
REDWOOD CITY, Calif., Oct. 3, 2019
REDWOOD CITY, Calif., Oct. 3, 2019 /PRNewswire/ -- Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and data analytics platform for digital financial services, today completed a live demonstration of its vision for the wide ranging financial experiences that can be built leveraging its upcoming Envestnet I Yodlee Financial Insights API. The Envestnet
The most recent addition to MyBlocks provides a seamless connection from Riskalyze to the MoneyGuide suite
BOSTON, Oct. 2, 2019
BOSTON, Oct. 2, 2019 /PRNewswire/ -- Envestnet | MoneyGuide, the creator of leading financial planning software, MoneyGuidePro®, today announced a MyBlocks integration with Riskalyze which enables advisors to pinpoint an investor's Risk Number® in an effort to build a portfolio containing an appropriate amount of risk. This MyBlocks integration – one of the first outside of the
Firm to use Tamarac Trading and Reporting to streamline back-end processes and help drive business growth
CHICAGO, Sept. 18, 2019
CHICAGO, Sept. 18, 2019 /PRNewswire/ -- Envestnet | Tamarac announced today a partnership with Syracuse, N.Y.-based Rockbridge Investment Management to provide reporting and trading technology services. The technology will support Rockbridge's goals for growth while simplifying back-end processes and improving client experience for the more than 750 families the firm serves.
CHICAGO, Sept. 4, 2019
CHICAGO, Sept. 4, 2019 /PRNewswire/ -- Envestnet's latest technology release focused on strengthening advisor-client relationships and helping enterprises and advisors efficiently deliver unified advice that promotes financial wellness. The upgrades include advisor workflow improvements, such as advanced filtering and customized views for investment products, new Research Center functionality and new Investment Strategy Proposal features to help advisors streamline back-end processes and analyses. These enhancements provide advisors the ability to keep their focus on
The newest version of MoneyGuide integrated into Covr's digital insurance platform provides the ability for financial advisors to dynamically plan for clients' changing life insurance needs over time
BOISE, Idaho, Aug. 27, 2019
BOISE, Idaho, Aug. 27, 2019 /PRNewswire/ -- Covr Financial Technologies and Envestnet MoneyGuide announced the launch of Covr's digital platform integration within the MoneyGuideElite financial planning software product and the lifetime insurance block within the MyBlocks digital, client engagement financial wellness solution. This partnership
New income strategy tool from the creators of MoneyGuidePro® allows advisors to demonstrate the value a lifetime income solution can bring to a client's overall financial plan
POWHATAN, Va., July 31, 2019
POWHATAN, Va., July 31, 2019 /PRNewswire/ -- Envestnet | MoneyGuide, the creator of a leading financial planning software, MoneyGuidePro®, announced today a new strategic alliance with Jackson National Life Insurance Company® (Jackson®), a leading provider of annuities in the U.S., to provide a new comprehensive retirement
MyBlocks is a revolutionary, digital client engagement tool that is transforming not only the way advisors motivate clients to achieve financial wellness, but also how advisors define advice.
POWHATAN, Va., July 23, 2019
POWHATAN, Va., July 23, 2019 /PRNewswire/ -- Envestnet MoneyGuide, creator of the industry's leading financial planning software platform, today announced the enhanced release of MyBlocks, an innovative new digital client engagement tool. MyBlocks facilitates incremental financial decisions through a captivating user interface where key
CHICAGO, June 27, 2019
CHICAGO, June 27, 2019 /PRNewswire/ -- Envestnet | Tamarac today announced that it will provide more than 200 Merrill Private Wealth Management teams with access to its award-winning portfolio management and reporting solution, helping them offer aggregated performance reporting to clients with complex financial portfolios.
"We're excited about the opportunity to provide these services to Merrill,"
Tamarac streamlines client onboarding process for advisors
CHICAGO, June 19, 2019
CHICAGO, June 19, 2019 /PRNewswire/ -- Envestnet | Tamarac (www.tamaracinc.com) announced that digital account-opening services for independent registered investment advisors (RIAs) are now widely available through TD Ameritrade Institutional and Schwab Advisor Services™, following a successful pilot.
RIAs that manage client accounts custodied with TD Ameritrade
CHICAGO, June 6, 2019
CHICAGO, June 6, 2019 /PRNewswire/ -- Envestnet's spring technology release included new platform technology integrations and improvements, marking another milestone in the company's journey toward developing a single, integrated platform that helps enterprises and advisors deliver comprehensive services that promote financial wellness to their clients.
Since Envestnet announced the last cycle of platform updates, the company has focused on key strategic
RIAs leveraging Tamarac and Practifi can further simplify their businesses with automated workflows, integrated industry solutions, and unified data.
CHICAGO, May 9, 2019
CHICAGO, May 9, 2019 /PRNewswire/ -- Envestnet | Tamarac announced a strategic partnership with Practifi. Practifi offers a specialized business management platform and CRM solution for financial advisors and wealth managers, with foundations based on the industry-leading Salesforce CRM platform.
Frontier Asset Management Named Overall Manager of the Year by Envestnet and Investment Advisor Magazine
AUSTIN, Texas, May 2, 2019
AUSTIN, Texas, May 2, 2019 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine announced the winners of the 15th Annual Envestnet | PMC & Investment Advisor Asset Manager Awards yesterday during the 2019 Envestnet Advisor Summit, currently taking place at the Austin Convention Center (https://www.envestnet.com/advisorsummit/).
CHICAGO, May 1, 2019
CHICAGO, May 1, 2019 /PRNewswire/ -- Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced Envestnet Advisor Analytics, a series of new analytical tools that will empower financial advisors to make better, data-driven decisions and ultimately drive more productivity. The new offering will be available on Envestnet Intelligence, which is Envestnet's omni-channel platform that includes desktop, mobile, voice, notification and alerting channels. This platform leverages
2019 scholarships awarded to 11 individuals
AUSTIN, Texas, May 1, 2019
AUSTIN, Texas, May 1, 2019 /PRNewswire/ -- The CFP Board Center for Financial Planning and Envestnet announced a new scholarship to support individuals looking to become CERTIFIED FINANCIAL PLANNER™ professionals.
The Envestnet Scholarship provides up to $5,000 in financial assistance to individuals from underrepresented populations seeking to complete requirements for CFP® certification. The scholarship was announced today at the Envestnet Advisor Summit in
Annual wealth management industry conference will feature notable speakers and sessions focused on the advancement of financial wellness tools, technology and solutions for advisors
CHICAGO, April 26, 2019
CHICAGO, April 26, 2019 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) will hold its annual Envestnet Advisor Summit May 1-2, 2019 at the Austin Convention Center in Austin, Texas. This year is set to be the largest Summit yet, attracting more than 2,500 financial professionals from over 600 firms,
RIAs using Tamarac Trading with FIX Flyer gain enhanced trading capabilities, increased efficiencies and streamlined operations.
CHICAGO, April 24, 2019
CHICAGO, April 24, 2019 /PRNewswire/ -- Envestnet | Tamarac (www.tamaracinc.com) and FIX Flyer (www.fixflyer.com) announce a partnership to enhance trading capabilities for advisors currently using Tamarac Trading. Flyer's Co-Pilot order management system (OMS) is now integrated with Tamarac using its open API. This partnership offers advisors an advanced solution for trading equities and mutual
These stocks have outperformed the S&P 500 index over the past month, year and three years. The benchmark for the U.S. stock market increased 1.76% over the past month, 15.88% so far this year, 7.87% over the past year and 40.7% over the past three years.
Wall Street issued a buy recommendation rating for all of them.
In addition, the following stocks are ranked high in their industries on forward rate of return, which GuruFocus defines as the yield that investors can expect to receive in the future from the stock they are purchasing today.
Innovative software development consulting firm will help service and deliver Envestnet's OpenENV API for Enterprise Clients
SEATTLE and CHICAGO, April 16, 2019
SEATTLE and CHICAGO, April 16, 2019 /PRNewswire/ -- Invent.us (INVENT), an innovative software development consulting firm, and Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, announced today a new strategic partnership for systems architecture, software development and application programming interface (API) integration strategies designed to support Envestnet's enterprise
NEW YORK, April 11, 2019
NEW YORK, April 11, 2019 /PRNewswire/ -- Global X Management Company LLC (Global X), the New York-based provider of exchange traded funds (ETFs), today announced that a suite of seven proprietary ETF model portfolios will become available to financial advisors through the Envestnet platform. Envestnet, Inc. (NYSE: ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology enhances advisor productivity and strengthens the wealth management
Envestnet and Advisor Credit Exchange introduce first-of-its-kind platform solution for advisors
CHICAGO, April 9, 2019
CHICAGO, April 9, 2019 /PRNewswire/ -- Envestnet (NYSE: ENV) introduced the Envestnet Credit Exchange, a program that integrates lending solutions into the wealth management process on the Envestnet platform. Envestnet has partnered with Advisor Credit Exchange (ACE), creators of an advice-driven program that supports advisors in facilitating loans to clients. This partnership will enable Envestnet enterprises and their advisors to offer