News from envestnet, inc A wide array of domestic and global news stories; news topics include politics / government, business, technology, religion, sports/entertainment, science/nature, and health/lifestyle. Articles that appear in this section may be written in English or other languages, as well.

Mar 26, 2015, 08:38 ET
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value. Envestnet solutions enable the transformation of wealth management into a transparent, independent, objective and fully-aligned standard of care, and empower advisors to deliver better outcomes. For more information on Envestnet, please visit www.envestnet.com.

Envestnet Unveils 2015 Advisor Summit Programs & Keynote Speakers

- Taking place May 6-8, 2015 at the Hilton Chicago. - Attendees will explore the latest technology innovations, as well as new...

Mar 12, 2015, 08:45 ET
Envestnet Tamarac's web-based platform for independent RIAs, Advisor Xi, deeply unifies portfolio management, modeling, rebalancing, trading, billing and reporting with a client portal and enterprise-level client relationship management system. For more information on Tamarac Advisor Xi, please visit www.tamaracinc.com.

Envestnet | Tamarac™ Rings in 2015 with a Record Year of RIAs Adopting its Portfolio and Client Management Platform

 Following careful analysis of all the facts and figures compiled during 2014, Envestnet | Tamarac proudly announces the achievement of a...

Mar 05, 2015, 08:48 ET
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Educating the Next Generation of Wealth Managers

 Envestnet, Inc. (NYSE: ENV) announces the launch of Envestnet Institute On Campus, an online educational program designed to provide college...

Feb 26, 2015, 08:30 ET
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value. Envestnet solutions enable the transformation of wealth management into a transparent, independent, objective and fully-aligned standard of care, and empower advisors to deliver better outcomes. For more information on Envestnet, please visit www.envestnet.com. (PRNewsFoto/Envestnet, Inc.)

Envestnet Acquires Upside

Envestnet, Inc. (NYSE: ENV), a leading provider of unified wealth management technology and services to financial advisors, announced today that it...

Jan 13, 2015, 08:45 ET
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value. Envestnet solutions enable the transformation of wealth management into a transparent, independent, objective and fully-aligned standard of care, and empower advisors to deliver better outcomes.

BlackRock, Invesco, Neuberger Berman, Beaumont Capital, Innealta Capital, & American Funds Partner with Envestnet Institute

 Envestnet, Inc. (NYSE: ENV), announces that Six firms— BlackRock, Invesco, Ltd., Neuberger Berman, Beaumont Capital Management, Innealta...

Dec 17, 2014, 08:38 ET
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value. Envestnet solutions enable the transformation of wealth management into a transparent, independent, objective and fully-aligned standard of care, and empower advisors to deliver better outcomes. For more information on Envestnet, please visit www.envestnet.com.

Lori Hardwick Promoted to Group President of Envestnet Advisor Services

 Envestnet, Inc. (NYSE: ENV) announces that Lori Hardwick has been promoted to Group President, Advisor Services. In this newly created...

Dec 11, 2014, 16:01 ET
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value. Envestnet solutions enable the transformation of wealth management into a transparent, independent, objective and fully-aligned standard of care, and empower advisors to deliver better results. For more information on Envestnet, please visit www.envestnet.com.

Envestnet's 2015 Market Outlook Webinar asks, "Will the Bull Continue?"

Panel discussion, scheduled for January 7, 2015, will feature commentary, insight, and predictions from top investment strategists: -...

Nov 20, 2014, 16:01 ET
Envestnet | Retirement Solutions (ERS), a subsidiary of Envestnet, Inc., provides retirement advisors with an integrated platform that combines one of the industry's leading practice management technology, research and due diligence, data aggregation, compliance tools, and intelligent managed account solutions.

Envestnet | Retirement Solutions Platform and Fiduciary Outsourcing Services Adopted by Alerus Retirement Solutions

 Envestnet | Retirement Solutions (ERS), a majority owned subsidiary of Envestnet, Inc. (NYSE: ENV), and a leading provider of unified...

Nov 18, 2014, 08:45 ET
Envestnet | Tamarac's web-based platform for independent RIAs, Advisor Xi(R), deeply unifies portfolio management, modeling, rebalancing, trading, billing and reporting with a client portal and enterprise-level client relationship management (CRM) system. For more information on Tamarac Advisor Xi, please visit: www.Envestnet.com/Tamarac.

One of South Florida's Largest Independent RIAs Harnesses Advisor® Xi Technology to Continue Growth Trajectory

Envestnet | Tamarac™, a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated, web-based portfolio and client...

Nov 06, 2014, 08:45 ET
Envestnet | Tamarac's web-based platform for independent RIAs, Advisor Xi(R), deeply unifies portfolio management, modeling, rebalancing, trading, billing and reporting with a client portal and enterprise-level client relationship management (CRM) system. For more information on Tamarac Advisor Xi, please visit: www.Envestnet.com/Tamarac.

Direct Trade Processing Established Between Envestnet | Tamarac™ and Schwab OpenView Gateway™

Envestnet | Tamarac™, a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated, web-based portfolio and client...

Nov 05, 2014, 08:45 ET
Envestnet | Tamarac's web-based platform for independent RIAs, Advisor Xi(R), deeply unifies portfolio management, modeling, rebalancing, trading, billing and reporting with a client portal and enterprise-level client relationship management (CRM) system. For more information on Tamarac Advisor Xi, please visit: www.Envestnet.com/Tamarac.

New Interactive iPad App Helps Advisors Build Stronger Client Relationships

Envestnet | Tamarac™, a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated and web-based portfolio and client...

Oct 22, 2014, 08:43 ET
Envestnet | Tamarac's web-based platform for independent RIAs, Advisor Xi(R), deeply unifies portfolio management, modeling, rebalancing, trading, billing and reporting with a client portal and enterprise-level client relationship management (CRM) system. For more information on Tamarac Advisor Xi, please visit: www.Envestnet.com/Tamarac.

10 Tips for Successfully Implementing New Technology Solutions for RIAs

 Envestnet | Tamarac™, a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated, web-based portfolio and client...

Sep 16, 2014, 08:45 ET
Envestnet | Retirement Solutions (ERS), a subsidiary of Envestnet, Inc. provides retirement advisors with an integrated platform that combines one of the industry's leading practice management technology, research and due diligence, data aggregation, compliance tools and intelligent managed account solutions. (PRNewsFoto/Envestnet | Retirement Solutions)

Envestnet | Retirement Solutions Fiduciary Outsourcing Services Adopted by CDM Retirement Consultants

Envestnet | Retirement Solutions (ERS), a majority owned subsidiary of Envestnet, Inc. (NYSE: ENV), and a leading provider of unified retirement...

Sep 10, 2014, 08:35 ET
Envestnet Tamarac's web-based platform for independent RIAs, Advisor Xi, deeply unifies portfolio management, modeling, rebalancing, trading, billing and reporting with a client portal and enterprise-level client relationship management system. For more information on Tamarac Advisor Xi, please visit www.tamaracinc.com. (PRNewsFoto/Envestnet Tamarac)

Envestnet | Tamarac™ Solutions Empower CliftonLarsonAllen Wealth Advisors To Streamline And Broaden Service Offerings

 Envestnet | Tamarac™, a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated, web-based portfolio and client...

Sep 10, 2014, 08:30 ET
Envestnet Tamarac's web-based platform for independent RIAs, Advisor Xi, deeply unifies portfolio management, modeling, rebalancing, trading, billing and reporting with a client portal and enterprise-level client relationship management system. For more information on Tamarac Advisor Xi, please visit www.tamaracinc.com. (PRNewsFoto/Envestnet Tamarac)

Beacon Pointe Advisors, One Of The Nation's Largest Independent RIAs, Selects Envestnet | Tamarac™ Software And Service To Fuel Growth

 Envestnet | Tamarac™, a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated, web-based portfolio and client...

Aug 13, 2014, 08:45 ET
Envestnet Tamarac's web-based platform for independent RIAs, Advisor Xi, deeply unifies portfolio management, modeling, rebalancing, trading, billing and reporting with a client portal and enterprise-level client relationship management system. For more information on Tamarac Advisor Xi, please visit www.tamaracinc.com. (PRNewsFoto/Envestnet Tamarac)

Advisor View™ by Envestnet | Tamarac™ Is One of the Fastest Growing Portfolio Management and Client Engagement Applications for RIAs

 Envestnet | Tamarac™, a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated, web-based portfolio and client...

Jul 15, 2014, 08:45 ET
Envestnet | Retirement Solutions (ERS), a subsidiary of Envestnet, Inc. provides retirement advisors with an integrated platform that combines one of the industry's leading practice management technology, research and due diligence, data aggregation, compliance tools and intelligent managed account solutions. (PRNewsFoto/Envestnet | Retirement Solutions)

Envestnet Retirement Solutions Completes the Acquisition of Klein Decisions

 Envestnet | Retirement Solutions (ERS), a majority owned subsidiary of Envestnet, Inc. (NYSE: ENV), and a leading provider of unified...

May 16, 2014, 08:45 ET
Envestnet PMC provides independent advisors, broker-dealers, and institutional investors with the research, expertise, and investment solutions—from due diligence and comprehensive manager research to portfolio consulting and portfolio management—they need to help improve client outcomes. For more information, please visit www.investpmc.com. (PRNewsFoto/Envestnet, Inc.)

Envestnet and Investment Advisor Reveal 2014 SMA Managers of the Year

 Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth...

May 15, 2014, 09:13 ET
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value. Envestnet solutions enable the transformation of wealth management into a transparent, independent, objective and fully-aligned standard of care, and empower advisors to deliver better outcomes. For more information on Envestnet, please visit www.envestnet.com. (PRNewsFoto/Envestnet, Inc.)

The Next Big Idea: Empowering Advisors To Become Disruptive Innovators

CHICAGO, May 15, 2014 /PRNewswire/ --  Envestnet, Inc. (NYSE: ENV), a leading provider of unified wealth management technology and services to...

May 14, 2014, 16:30 ET
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value. Envestnet solutions enable the transformation of wealth management into a transparent, independent, objective and fully-aligned standard of care, and empower advisors to deliver better outcomes. For more information on Envestnet, please visit www.envestnet.com. (PRNewsFoto/Envestnet, Inc.)

Introducing Envestnet Institute--A Unified Education Portal Empowering All Financial Professionals

 Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth...