Press Releases

04/28/14

CHICAGO, April 28, 2014 -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, and Investment Advisor magazine have partnered again to reveal the finalists in the 10th Annual Separately Managed Account (SMA) Manager of the Year Awards.

04/08/14

CHICAGO, April 8, 2014 -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, will host the "2014 Envestnet Advisor Summit: The Next Big Idea" from May 14–16, 2014 at the Hilton Chicago. With more than 1,200 attendees anticipated this year, the Advisor Summit is quickly becoming one of the industry's must-attend annual events for advisors.

03/18/14

CHICAGO, March 18, 2014 -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, has released a white paper discussing the obstacles that single and multi-family offices face when attempting to collect and report comprehensive financial information for their clients.

03/13/14

CHICAGO, March 13, 2014 -- Envestnet | Tamarac, a part of Envestnet, Inc. (NYSE: ENV), a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, experienced an extremely productive 2013 fiscal year, entering into contracts with 173 RIAs, bringing the total number of independent RIA clients on Tamarac's Advisor Xi® platform to over 650 firms collectively managing in excess of $350 billion in assets (based off most recent ADV information).

03/12/14

CHICAGO, March 12, 2014 -- Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), a leading provider of integrated, web-based portfolio and client management software for independent advisors, announced today William Blair & Company's selection of key components of their custodian agnostic platform, Advisor Xi®, for its private wealth management business.

03/04/14

CHICAGO, March 4, 2014 -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, announced today that Envestnet | PMC (PMC), its portfolio consulting group, has launched its Liquid Endowment Portfolios (LEP), a new series of multi-manager portfolios.

02/26/14

Chicago, Feb. 26, 2014 -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, announces that President Bill Crager will moderate a panel discussion at the American Bankers Association (ABA) Wealth Management and Trust Conference, which will take place from February 26-28, 2014 at the Hilton San Diego Bayfront Hotel.

02/10/14

CHICAGO, Feb. 10, 2014 -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, announced today that Envestnet|PMC, its portfolio consulting group, has launched the Quantitative Portfolios, a series of separately managed account portfolios that leverage Envestnet | Tamarac's tax managed indexing technology to track an underlying index.

02/05/14

CHICAGO, IL, Feb 5, 2014 — Envestnet, Inc. (NYSE: ENV), a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, has been chosen by the Money Management Institute (MMI), the national association representing the $3.2 trillion managed investment solutions and wealth management industry, to carry out the next phase of its initiative to establish uniform data communications standards by providing a industry communications hub using the MMI messages for managed accounts.

12/26/13

CHICAGO, Dec. 26, 2013 – Envestnet Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, will hold its 2014 Market Outlook webinar on January 8th from 4:15 to 5:15 PM EST. Moderated by Envestnet Head of Global Strategy Zachary Karabell, the panel discussion will take an in-depth look into the financial markets and global economy at the start of the new year. The event will feature commentary from:

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