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We are a leading independent provider of technology-enabled, Web-based investment solutions and services
to financial advisors. By integrating a wide range of investment solutions and services, our technology platform
provides financial advisors with the flexibility to address their clients’ needs. We work with financial advisors
who are independent, as well as those who are associated with small or mid-sized financial advisory firms and
larger financial institutions, which we refer to as enterprise clients. More »
CHICAGO--(BUSINESS WIRE)--Feb. 14, 2017--
Envestnet, Inc. (NYSE:ENV), today announced that the Company will be
attending the following investor conferences:
On Tuesday, February 28, 2017 the Company will be presenting at The
JMP Securities Technology Conference at The Ritz-Carlton in San
Francisco, CA. The presentation will begin at 12:30PM PT.
On Tuesday, March 7, 2017 the Company will be presenting at the
Partnership Makes New Fiduciary Education Available to Retirement Advisors
CHICAGO, Feb. 8, 2017 /PRNewswire/ -- Envestnet | Retirement Solutions ("ERS") announces it is partnering with The Retirement Advisor University ("TRAU") to deliver the "Essential Retirement Advisor," a fully integrated fiduciary training program designed to help financial advisors obtain access to continuing practice management and fiduciary education in order to meet their obligations and thrive in a fee-based fidu...
REDWOOD CITY, Calif., Feb. 3, 2017 /PRNewswire/ -- Envestnet | Yodlee (NYSE: ENV) and Plaid Technologies, Inc. ("Plaid") are pleased to announce today that they have resolved the patent case brought by Envestnet | Yodlee in the United States District Court for the District of Delaware, the counterclaims brought by Plaid in the District Court, and the inter partes and Covered Business Method review petitions brought by Plaid before the Patent Office.
As part o...
Mercer Advisors Harnesses Enhanced Integration Between Envestnet & National Advisors' Family of Companies to Unify its Wealth Management Offering
CHICAGO, Feb. 1, 2017 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) is providing Mercer Advisors Inc. with access to a unified end-to-end platform that enables the fee-only total wealth management firm to seamlessly service all RIA and trust assets.
Mercer Advisors (http://www.merceradvisors.com) is the parent...
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