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.

( NYSE:ENV)

08:38 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 Rolls Out Industry's First System-Integrated Percentage Ownership Capability

Envestnet | Tamarac has implemented this year's first installment of technology updates to its Advisor® Xi platform. These include the...

Feb 05, 2016, 08:38 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)

Victor Bonilla Joins Envestnet | Tamarac as VP of Strategic Relationships

Victor L. Bonilla has joined Envestnet | Tamarac as Vice President of Strategic Relationships. In this newly created position, Mr. Bonilla will...

Feb 04, 2016, 16:18 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 Integrates with TD Ameritrade Institutional's Veo® Platform

Envestnet | Tamarac has implemented the first phase of integration between its web-based Advisor® Xi suite for independent RIAs and the...

Jan 12, 2016, 08:48 ET
Envestnet, Inc. (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.

Jefferies Wealth Management Partners with Envestnet to Enhance & Streamline its Wealth Management Business

Envestnet, Inc. (NYSE: ENV) has begun working with Jefferies Wealth Management to strengthen its service and product offerings. Jefferies Wealth...

Nov 17, 2015, 19:58 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 on Envestnet | PMC, please visit http://www.investpmc.com/.

Active Core Portfolios Launched by Envestnet | PMC Jointly with American Funds®

Envestnet | PMC, the Portfolio Management Consultants group of Envestnet, Inc. (NYSE: ENV), has teamed up with Capital Group's American Funds®...

Nov 11, 2015, 16:15 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 on Envestnet | PMC, please visit http://www.investpmc.com/.

Envestnet | PMC Offers Access to CAIS for Delivery of Alternative Investment Funds to Advisors

 Envestnet | PMC, the Portfolio Management Consultants group of Envestnet, Inc. (NYSE: ENV), has partnered with CAIS to make available to...

Oct 29, 2015, 16:28 ET
Envestnet, Inc. (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.

Fall Semester of Envestnet Institute On Campus Begins

 Envestnet, Inc. (NYSE: ENV) and Wheelhouse Analytics announce that Envestnet Institute On Campus online courses will be offered to students at...

Oct 07, 2015, 08:38 ET
Success and Succession: Unlocking Value, Power, and Potential in the Professional Services and Advisory Space

Envestnet's Jay Hummel Offers Professionals Advice on Succession Planning in New Book

Envestnet, Inc. (NYSE: ENV), announces the book launch of Success and Succession: Unlocking Value, Power, and Potential in the Professional...

Oct 01, 2015, 08:38 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.

Washington Trust Wealth Management Selects Envestnet | Tamarac™ to Host Weston's Portfolio Management Platform

 Weston Financial Group, Inc., a division of Washington Trust Wealth Management, announced that Advisor® Xi from Envestnet |...

Sep 15, 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.

Global Business Valuation Leader BizEquity Collaborates with Envestnet

BizEquity, the world's leading online provider of business valuation knowledge and big data, today announces that it has reached an agreement to...

Sep 10, 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. [. . .]

Envestnet Completes First Phase of Finance Logix Integration

 Envestnet, Inc. (NYSE: ENV) has successfully executed the first stage of integration between its ENV 2 platform and Finance Logix's financial...

Aug 25, 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. Visit www.envestnet.com.

Berthel Fisher Leverages Envestnet's ENV 2 to Enhance Wealth Management Solutions

 Envestnet, Inc. (NYSE: ENV) announces that ENV 2, its next-generation platform, has been chosen by the Berthel Fisher family of companies to...

Aug 18, 2015, 16:35 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 Announces Initiative To Support NextShares™ Exchange-Traded Managed Funds

Envestnet, Inc. (NYSE: ENV) today announced plans to make NextShares™ exchange-traded managed funds available to financial advisors through...

Jul 29, 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 Recognized as a Leader in Transforming Wealth Management

 Envestnet, Inc. (NYSE: ENV) continues to earn top wealth management industry awards. Bill Crager, President of Envestnet, received the Money...

Jul 14, 2015, 08:45 ET
Envestnet Retirement Solutions, 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.

ERS Fund Strategist Network Introduced by Envestnet | Retirement Solutions

 Envestnet | Retirement Solutions (ERS), a majority-owned subsidiary of Envestnet, Inc. (NYSE: ENV), has launched the ERS Fund Strategist...

Jun 17, 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 and FactSet Integrate Platforms

Envestnet | Tamarac has implemented an integration with FactSet, a leading provider of financial information and analytics, to deliver a...

Jun 16, 2015, 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...

Envestnet India and NASSCOM® Present "Architecting Intelligence" Conference

 Envestnet, Inc. (NYSE: ENV) announces that Envestnet India and the National Association of Software and Services Companies (NASSCOM®)...

May 08, 2015, 08:38 ET
Envestnet, Inc. (ENV) and Investment Advisor magazine announced the winners of the 11th Annual Separately Managed Account (SMA) Manager of the Year Awards yesterday during the 2015 Envestnet Advisor Summit, currently taking place at the Hilton Chicago (http://www.envestnet.com/advisorsummit).

11th Annual SMA Managers of the Year Honored by Envestnet & Investment Advisor Magazine

Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine announced the winners of the 11th Annual Separately Managed Account (SMA) Manager of...

May 07, 2015, 08:48 ET
Envestnet Retirement Solutions, 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.

Securities America Partners With Envestnet | Retirement Solutions

Envestnet | Retirement Solutions (ERS), a majority-owned subsidiary of Envestnet, Inc. (NYSE: ENV),  announces that Securities America, Inc....

May 07, 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 Launches Innovative Industry Analytics Platform

Envestnet, Inc. (NYSE: ENV) announced today that it has launched ENVESTAT, an industry analytics platform that will deliver insights, trends and...