Awards

Industry Recognition and Awards

Envestnet's mission is to empower financial advisors to deliver excellence in wealth management—to improve client outcomes and to run your business more effectively.  Thank you for the industry recognition.

2017 Awards

Family Wealth Report Awards 2017

Portfolio Management

This award was presented to the technology solution provider specializing in tools for managing clients’ investment portfolios and monitoring against mandate. 

Envestnet | Tamarac was selected for their focus on outstanding portfolio management and the calibre of their offering in this respect.

Bank Insurance and Securities Association (BISA)

Envestnet - 2017 Technology Innovation Award

The award recognizes companies that are leaders in the advancement of the financial services industry's products, services and platforms through technology innovation. 

Family Wealth Report Awards 2017

Compliance

This award was presented to the technology provider specializing in solutions and tools to help compliance, including AML and KYC.

Envestnet was selected for integrating a robust turnkey platform that is strongly informed by a solid compliance component.

Family Wealth Report Awards 2017

Outsourcing/Business Process Outsourcing

This award was presented to the third-party organization providing outsourced business processes or systems to wealth management businesses.

Envestnet was chosen for its range of offerings and ability to cover a broad spectrum of client needs. 

2017 Private Asset Management Awards

Envestnet | PMC - Best Outsourced CIO Solution

Envestnet | PMC delivers institutional-quality research, due diligence, consulting, and investment solutions that empower financial advisors to enhance client outcomes.  We combine thoughtful investment intelligence with advanced technology to offer advisors a competitive edge.  We set ourselves apart by offering an objective, unbiased approach to research coupled with the experience of implementing portfolios the way advisors do, while acting as an investment fiduciary.