Press Releases

12/05/13

CHICAGO, Dec. 5, 2013 -- 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 evolving needs of foundation and endowment organizations, which have historically been underserved by traditional investment management consultants.

11/11/13

CHICAGO, Nov. 11, 2013 -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, today announced the engagement of Zachary Karabell as Head of Global Strategy. In this role, he will help shape and communicate Envestnet's investment perspective and deep research capabilities to clients and the media alike and advise the Investment Committee of Envestnet | PMC® in connection with PMC's portfolio solutions.

11/04/13

LOS ANGELES, Nov. 4, 2013 -- Cetera Financial Group has partnered with Envestnet to deliver powerful new performance reporting and business analytics capabilities to its advisors. The new, custom technology integrates seamlessly into Cetera's SmartWorks® workstation to complement its existing trading and rebalancing tools, and further differentiates Cetera's overall wealth management offering. As the first major independent firm to invest in this advanced technology, Cetera further cements its position as the independent advisors' best choice for fee-based business.

10/28/13

CHICAGO, Oct. 28, 2013 -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, announces that Tim Clift, Chief Investment Strategist of its Envestnet | PMC® (Portfolio Management Consultants) group, will serve as Chairman during the Fifth Annual FundForum USA conference.

09/25/13

CHICAGO, September 25, 2013 — Envestnet | Tamarac, part of Envestnet, Inc. (NYSE: ENV), a leading provider of unified wealth management technology and services to investment advisors, has created a sophisticated composite reporting tool that enables advisors to quickly and accurately compile composite reports that compare the performance of their investment strategies to market indices.

09/19/13

CHICAGO, September 19, 2013 - Envestnet | Tamarac™, part of Envestnet, Inc. (NYSE: ENV), a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, has released an enhanced set of proprietary business intelligence reports for users of its Advisor Xi® Suite.

08/21/13

CHICAGO, Aug. 21, 2013 — Envestnet, Inc. (NYSE: ENV), a leading provider of unified wealth management technology and services to investment advisors, announced today the integration of the HiddenLevers application into its unified wealth management platform.

08/13/13

CHICAGO, Aug. 13, 2013 -- Envestnet | Tamarac (www.tamaracinc.com), part of Envestnet, Inc. (NYSE: ENV) (www.envestnet.com), a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, has been admitted to the 2013 Microsoft Dynamics President's Club in recognition of its outstanding dedication to meeting the needs of its customers through technology innovation.

07/01/13

CHICAGO, July 1, 2013 -- Envestnet, Inc. (NYSE: ENV), a leading provider of unified wealth management technology and services to investment advisors, announced today that it has completed the acquisition of the assets of the Wealth Management Solutions ("WMS") division of Prudential Investments. Once the integration is fully implemented, advisors and their clients will gain the benefits of Envestnet's scalable wealth management platform, institutional-quality manager research and broad product access, integrated with the practice management expertise of Prudential WMS.

06/25/13

CHICAGO, June 25, 2013 -- Envestnet | Tamarac, part of Envestnet, Inc. (NYSE: ENV), a leading provider of integrated web-based portfolio and client management software for independent advisors and wealth managers, announced today that Advisor Rebalancing® will be the first third-party rebalancing application to be included on the Schwab Intelligent Integration™ platform for registered investment advisors.

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