Envestnet - FinTecBuzz

Envestnet & Healthpilot to Optimize Medicare Insurance Coverage

October 5, 20217 min

Partnership 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 and enrollment process. Working together, Envestnet and Healthpilot are equipping financial advisors with a powerful new capability to enable their clients in or nearing retirement to optimize their...

by PRNewswire

Financial Software

Envestnet Acquires Harvest Savings & Wealth Technologies

April 9, 20216 min

Automated Savings Technology will Help More Banks Empower Consumers to Start to Build Wealth, Kicking Off Their Financial Wellness Journey

by BusinessWire

Investments

Investment Leader’s Model Portfolios Added to Envestnet Platform

August 11, 20204 min

VanEck’s Wide Moat Strategy and Municipal Allocation Strategy now available to advisors using Envestnet’s platform; first time Wide Moat Strategy has been made available as a model

by PRNewswire

Asset Management

‘Envestnet Connect’ Creates Deeper Digital Advisor/Client Relationships Through Partnership with AdvisorStream & Apprise Labs

May 28, 20206 min

Centralized Application Produces Data-Driven, Relevant Information Based on Clients' Specific Needs

by PRNewswire

Asset Management

Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity

May 14, 20203 min

Growth-Minded Canadian Firm Adopts Envestnet's Unified Advice Platform to Support its Advisors & Internal Portfolio Managers, as well as End Clients

by PRNewswire

Asset Management

Envestnet Offers Complimentary Access to MyBlocks™ Planning Tool by MoneyGuide

April 10, 20205 min

Helping More Americans Plan for the Future and Work Toward Financial Wellness During Time of Crisis

by PRNewswire

Asset Management

Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange

January 9, 20204 min

Envestnet, Inc. (NYSE: ENV) today announced it is joining forces with Dynasty Financial Partners to launch the Advisor Services Exchange (ASx), which will offer financial advisors using Envestnet’s platforms an enhanced set of tools and services to help build and grow their businesses. “We’re excited to provide Envestnet clients access to services that help them meet the growing demands of managing their businesses — so they can focus on helping their clients achieve financial wellness,” said Aaron Bauer,...

by FTB News Desk

Business Tools Financial Software

Envestnet | Yodlee Appoints Sebastien Taveau as Vice President of Developer Experience

November 20, 20187 min

Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and data analytics platform for digital financial services, announced the appointment of Sebastien Taveau as Vice President of Developer Experience. Sebastien’s experience spans more than 20 years in the fields of POS, mobile payment, mobile security, mobile identity and consumer solutions. At Envestnet | Yodlee, his role is to oversee the new developer experience, reinforce its mission as a developer first platform, and further strengthen ties with the fintech development community....