iCapital, Envestnet Expand Partnership for UMAs
April 18, 20264 min
Enhanced capabilities enable advisors to allocate and manage the investment lifecycle of complex products at scale within a single portfolio framework
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...
Automated Savings Technology will Help More Banks Empower Consumers to Start to Build Wealth, Kicking Off Their Financial Wellness Journey
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
‘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
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
Helping More Americans Plan for the Future and Work Toward Financial Wellness During Time of Crisis
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,...
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....