Press Releases

Featured Press Release - 10/10/16

CHICAGO, Oct. 10, 2016 -- Envestnet, Inc. (NYSE: ENV) announced today that it has acquired Wheelhouse Analytics LLC, a technology company that provides data analytics, mobile sales solutions, and online education tools to financial advisors, asset managers and enterprises. Envestnet will deeply integrate Wheelhouse Analytics' tools, delivering robust online dashboards and reporting that provides actionable intelligence.

11/20/14

CHICAGO, Nov. 20, 2014 -- Envestnet | Retirement Solutions (ERS), a majority owned subsidiary of Envestnet, Inc. (NYSE: ENV), and a leading provider of unified retirement technology and services to advisors, has entered into a partnership with Alerus Retirement Solutions, a division of Alerus Financial, N.A. ("Alerus") to offer ERS's advisor platform and fiduciary services to advisors and sponsors that work with Alerus.

11/06/14

CHICAGO, Nov. 6, 2014 – Envestnet | Tamarac™, a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated, web-based portfolio and client management software for independent advisors, announces streamlined trade processing as part of its ongoing integration efforts with Schwab OpenView Gateway™. Trades can now be sent directly from Tamarac's Advisor® Xi platform to Schwab Advisor Center®. This new integration, currently in pilot, will be rolled out to mutual advisor clients over the next few weeks of this quarter.

11/05/14

CHICAGO, Nov. 5, 2014 – Envestnet | Tamarac™, a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated and web-based portfolio and client management software for independent advisors, announces the launch of its Advisor View™ app for iPad users, which will be available in the first quarter of 2015. The app, which is the latest solution from Tamarac that advisors can use to further their engagement with clients, can be custom-branded for Registered Investment Advisors (RIAs) by Tamarac and placed in the Apple Store for those firms' employees and clients to download.

10/22/14

CHICAGO, Oct. 22, 2014 - Envestnet | Tamarac™, a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, has released an original study for Registered Investment Advisors (RIAs) to use as a resource before, during and after the implementation of new wealth management software.

The full white paper, including two RIA case studies, is available on Tamarac's website: www.tamaracinc.com/White-Papers.aspx

10/20/14

BOSTON & CHICAGO--(BUSINESS WIRE)--Fidelity Institutional and Envestnet, Inc. (NYSE: ENV), today announced that they reached $100 billion in managed account assets on Fidelity Institutional's platform.1 The pace of growth for the platform is more than twice the industry rate.2

10/01/14

CHICAGO, IL — October 1, 2014 — Envestnet, Inc. (NYSE: ENV), a leading provider of unified wealth management technology and services to investment advisors and wealth managers, announced today that it has completed the acquisition of Placemark Holdings, Inc., a leading developer of Unified Managed Accounts (UMA) programs for banks, full-service broker-dealers and RIA firms.

09/16/14

CHICAGO, Sept. 16, 2014 /PRNewswire/ -- Envestnet | Retirement Solutions (ERS), a majority owned subsidiary of Envestnet, Inc. (NYSE: ENV), and a leading provider of unified retirement technology and services to advisors, has now made its fiduciary services solution available to CDM Retirement Consultants, Incorporated ("CDM").

08/18/14

LAKE SUCCESS, N.Y., Aug. 18, 2014 -- Matrix Financial Solutions, Inc. (Matrix), a Broadridge Financial Solutions, Inc. (NYSE: BR) company, today announced the release of its ModelTool(k)it solution that effectively manages portfolio models of recommended mutual funds and ETFs within a 401(k) plan.

07/15/14

CHICAGO, IL, July 15, 2014— Envestnet | Retirement Solutions (ERS), a majority owned subsidiary of Envestnet, Inc. (NYSE: ENV), and a leading provider of unified retirement technology and services to retirement advisors announced today that it has completed the acquisition of Klein Decisions Inc., a firm that provides participant advice and guidance solutions to retirement plans.

Klein’s patented behavioral and financial analysis-based participant advice solutions strengthen ERS’s - product and service offerings for retirement advisors.

07/01/14

CHICAGO, IL, July 1, 2014 — Envestnet, Inc. (NYSE: ENV), a leading provider of unified wealth management technology and services to investment advisors, announced today that it has entered into a definitive agreement to acquire Placemark Holdings, Inc., a firm that develops Unified Managed Account (UMA) programs and other portfolio management outsourcing solutions for banks, full-service broker-dealers and RIA firms.

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