News & Videos - ENVESTNET INC

Envestnet Delivers Next-Level Billing Solutions to Intech Through Leading Wealth Management Platform PR Newswire BERWYN, Pa., and BOSTON, April 11, 2024 Envestnet's Revenue Manager Offers Asset Managers Comprehensive Suite of End-to-End, Enterprise-Class Billing Capabilities for Streamlined Processes and Elevated Productivity BERWYN, Pa. , and BOSTON , April 11, 2024 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated technology, intelligent data and wealth solutions,...

IFG Expands Partnership with Envestnet to Offer its Advisors Full Access to Industry's Most Connected and Scaled Wealth Management Platform PR Newswire BERWYN, Pa., March 13, 2024 Partnership to Leverage the Entirety of the Envestnet Ecosystem, Including Wealth Analytics Capabilities and the Envestnet Credit Exchange to Help Advisors Grow BERWYN, Pa. , March 13, 2024 /PRNewswire/ -- Independent Financial Group, LLC (IFG), a San Diego -based independent broker-dealer, in keeping with its mission...

ENVESTNET'S CONNECTED PLATFORM NAMED LEADER IN FINANCIAL PLANNING, PORTFOLIO MANAGEMENT, TAMP AND BILLING SOLUTIONS IN 2024 T3/INSIDE INFORMATION ADVISOR SOFTWARE SURVEY PR Newswire BERWYN, Pa., March 11, 2024 Envestnet | MoneyGuide Named Leading Financial Planning Software Provider By Market Share For 17 th Consecutive Year, In 2024 T3/Inside Information Advisor Software Survey BERWYN, Pa. , March 11, 2024 /PRNewswire/ -- Envestnet has been recognized by the 2024 T3/Inside Information Advisor...

Envestnet Named Asset Management Platform of the Year in Wealth Solutions Report's Inaugural Wealth Exemplar Awards Program PR Newswire BERWYN, Pa., March 8, 2024 Award Recognition Comes as Envestnet –the Industry's Leading Connected Wealth Management Platform – Celebrates 25 Years of Empowering Advisors to Deliver Holistic Financial Advice BERWYN, Pa. , March 8, 2024 /PRNewswire/ -- Envestnet | PMC announced today that it has won a WSR Wealth Exemplar Award for Asset Management Platform of...

ANNOUNCING ENVESTNET ELEVATE 2024 - THE WEALTH INDUSTRY'S PREMIER EVENT SHOWCASING ENVESTNET'S INDUSTRY-LEADING, CONNECTED ECOSYSTEM POWERING GROWTH FOR 108,000 ADVISORS PR Newswire BERWYN, Pa., March 4, 2024 WealthTech's Preeminent Two-Day Event Will Feature Demos, Tutorials, 50 Incredible Breakouts, Keynotes from Bill Crager , Angela Duckworth & Charles Duhigg , and CE Credit Sessions Join 3,000 Financial Advisors, RIAs, Enterprises & FinTech Leaders at Envestnet Elevate in Phoenix, AZ on May...

10 Years of Direct Indexing Innovation on Envestnet's Industry Leading Platform - Driving Advisor Growth and Productivity with more than $9B in Assets PR Newswire BERWYN, Pa., Feb. 28, 2024 Since Launching in 2013, Envestnet Is Now One of the Largest Direct Index Separately Managed Account Providers, Offering Clients a Passive Strategy that Combines Tax Management and Customization Amid Surging Adoption and Demand BERWYN, Pa. , Feb. 28, 2024 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV), a leading...

Envestnet Highlights New User Experience to Accelerate Advisor Growth and Productivity at FSI OneVoice 2024 PR Newswire BERWYN, Pa., Jan. 29, 2024 See How Unified Client Portal, Trading Experience, and Integration Advancements to Envestnet's Industry-Leading Wealth Management Platform Can Power Your Business and Drive Advisor Productivity BERWYN, Pa. , Jan. 29, 2024 /PRNewswire/ -- Envestnet, an industry-leading provider of advanced technology, solutions, and insights for the wealth management...

Ladder and Envestnet | MoneyGuide Announce Integration to Provide More Advisors Digital Access to Term Life Insurance Offerings PR Newswire BERWYN, Pa., Jan. 24, 2024 Advisors using Envestnet | MoneyGuide will now have the ability to offer clients digital term life insurance via a fast & seamless digital experience BERWYN, Pa. , Jan. 24, 2024 /PRNewswire/ -- Today at the T3 Technology Conference, Ladder, the insurtech offering digital, flexible life insurance in minutes announced an integration...

Envestnet Launches RIA Growth Lab - A Consulting Capability Led by Industry Veteran Dani Fava PR Newswire BERWYN, Pa., Jan. 22, 2024 BERWYN, Pa. , Jan. 22, 2024 /PRNewswire/ -- Envestnet, a leading provider of integrated wealth management solutions, is proud to announce the launch of its new RIA consulting capability, the RIA Growth Lab. This innovative offering aims to enable the growth and productivity of RIAs by providing comprehensive practice valuation consulting services, leveraging...

ENVESTNET DELIVERING INDUSTRY-LEADING CONNECTIVITY AND ADVANCES TO ITS WEALTH MANAGEMENT PLATFORM PR Newswire BERWYN, Pa., Jan. 22, 2024 Expand Your Advisory Practice at T3 Las Vegas : Experience Envestnet's Premier Platform Through Interactive Demos, Keynotes and Sessions BERWYN, Pa. , Jan. 22, 2024 /PRNewswire/ -- Envestnet has changed the game in wealth management, since launching in 1999 it has evolved into a leading provider of integrated technology, intelligent data, and wealth solutions,...

ENVESTNET UNVEILS KEY TRENDS ESSENTIAL TO ADVISOR GROWTH IN 2024 PR Newswire BERWYN, Pa., Dec. 18, 2023 Study Highlights how End-To-End Platforms, Holistic Advice, AI, and the Rising Demand for Personalized Investments and Technology are Accelerating the Future of Financial Advice BERWYN, Pa. , Dec. 18, 2023 /PRNewswire/ -- With 2023 coming to a close, Envestnet, Inc. (NYSE: ENV), a leading provider of integrated technology, intelligent data and wealth solutions, announces significant trends...

Envestnet Launches Envestnet Retire Complete--Providing Advisors Access to a Competitive Retirement Savings Program for Clients PR Newswire BERWYN, Pa., Nov. 14, 2023 Firm Joins Forces with Empower to Launch New 401(k) Solution Offering High-Quality Plans with Comprehensive Suite of Investments BERWYN, Pa. , Nov. 14, 2023 /PRNewswire/ -- Financial advisors can now offer retirement plan sponsors access to a cost-effective, streamlined plan solution with fiduciary and investment support. The...

Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs PR Newswire CHICAGO and BERWYN, Pa., Nov. 6, 2023 New Managed Accounts Offering Will Enable Asset Management Firms to Offset High Cost of Administering IRA The IRA Accounts and Servicing will be Powered by Leading Fintech Company, IRALOGIX CHICAGO and BERWYN, Pa. , Nov. 6, 2023 /PRNewswire/ -- The retirement groups within Morningstar Investment Management LLC ("Morningstar Retirement"), a subsidiary of investing...

Advisor Credit Exchange Announces New Executive Leadership Appointments PR Newswire BERWYN, Pa., Oct. 25, 2023 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 announced leadership changes that will drive the company's vision, growth, and strategic initiatives. J.P. Connellan joins ACE as CEO and Melanie Warner joins as COO and Head of Business Development....

Envestnet Launches Embedded Investing Solution, helping Financial Institutions Meet the Demand for Banking Apps that Address more Components of a Customer's Financial Life PR Newswire BERWYN, Pa., Oct. 23, 2023 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 increasingly look to their financial institutions to provide holistic experiences encompassing a...

As CFPB Announces Proposed Rulemaking for U.S. Open Banking Framework, Envestnet | Yodlee Expands Access to Credit with its Newest Technology Solution, Credit Accelerator PR Newswire BERWYN, Pa., Oct. 20, 2023 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 lending data solution that promotes financial inclusion by harnessing alternative data to expand...

ENVESTNET | YODLEE COMMENDS CONSUMER FINANCIAL PROTECTION BUREAU FOR PROPOSED RULE TO ACCELERATE SHIFT TOWARD OPEN BANKING IN THE U.S. PR Newswire BERWYN, Pa., Oct. 19, 2023 BERWYN, Pa. , Oct. 19, 2023 /PRNewswire/ -- 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 at implementing section 1033 of the Consumer Financial Protection Act of 2010 (CFPA),...

FIRST COMMAND PARTNERS WITH ENVESTNET TO STRENGTHEN ITS SERVICE OFFERING FOR MILITARY FAMILIES PR Newswire BERWYN, Ill., Oct. 16, 2023 First Command Advisors To Access Full Financial Wellness Ecosystem Including: Data Aggregation, Financial Planning, Enhanced Reporting, Portfolio Management, CRM Integration, and Tax Overlay Services To Keep Our Nation's Military Families Financially Squared Away BERWYN, Ill. , Oct. 16, 2023 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) today announced a...

Envestnet | Yodlee Introduces SpendSignals to Empower Businesses with Real-Time Consumer Spending Insights and Peer Purchasing Behavior PR Newswire BERWYN, Pa., Oct. 12, 2023 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 proud to unveil SpendSignals, a sophisticated, AI-powered solution that provides corporate and market research professionals...

JOSH WARREN NAMED CHIEF FINANCIAL OFFICER OF ENVESTNET INC. PR Newswire BERWYN, Pa., Sept. 25, 2023 Succeeds Pete D'Arrigo Who Will Assist During Transition BERWYN, Pa. , Sept. 25, 2023 /PRNewswire/ -- 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 Officer. Warren is an accomplished financial executive who served most recently as Managing Director and...