2017 Press Releases

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09/19/17Envestnet | Tamarac Releases RIA Platform on Okta Integration Network
CHICAGO, Sept. 19, 2017 /PRNewswire/ -- Envestnet | Tamarac (www.tamaracinc.com) announced a new single sign-on and authentication integration with Okta, the leading independent provider of identity for the enterprise, through the Okta Integration Network. Registered independent advisors (RIAs) using Okta to connect to their software applications can now obtain quick access to Tamarac's web-based reporting, trading and CRM platform with one secure single sign-on. ... 
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09/14/17GRP Advisor Alliance Partners with Envestnet | Retirement Solutions and Reliance Trust to Launch Foundational Retirement Solutions Suite of CITs
CARLSBAD, Calif., Sept. 14, 2017 /PRNewswire/ -- GRP Advisor Alliance (www.grpaa.com), an elite group of retirement plan firms focused on empowering advisors, has partnered with Envestnet | Retirement Solutions (ERS), a leading integrated services provider for retirement advisors, and Reliance Trust, an FIS company and one of the nation's largest trust companies, to launch Foundational Retirement Solutions (FRS), a suite of collective investment trusts (CITs). ... 
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09/13/17Envestnet | Yodlee AI FinCheck App Wins Best of Show at FinovateFall 2017
Award Winning AI FinCheck App Leverages Artificial Intelligence Enabling Financial Institutions and Advisors to Provide Personalized and Actionable Insights for their Customers NEW YORK, Sept. 13, 2017 /PRNewswire/ -- Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, is pleased to announce that its demonstration of its vision for the Artificial Intelligence FinCheck app was awarded Best of... 
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09/13/17Envestnet | PMC Unveils Gender-Focused Impact Quantitative Portfolio
Innovative Product Delivers Flexible, Transparent, and Cost-Effective Access to Portfolio of Companies Promoting Gender Diversity and Inclusion CHICAGO, Sept. 13, 2017 /PRNewswire/ -- Envestnet | PMC, the Portfolio Management Consultants group of Envestnet, Inc. (NYSE: ENV), has launched the Gender Equity Large Cap Core Portfolio, a new offering in its series of Quantitative Portfolios (QPs). The product seeks to deliver competitive returns by investing in companies that are leaders in fost... 
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09/12/17Envestnet | Yodlee Demonstrates the Artificial Intelligence FinCheck App for Personal Financial Wellness at FinovateFall
New vision for a truly AI-driven financial health check enables financial institutions and advisors to guide their customers using actionable insights for improving financial health NEW YORK, Sept. 12, 2017 /PRNewswire/ -- Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, is demonstrating its vision of the Artificial Intelligence (AI) FinCheck app at FinovateFall in New York City. A key of... 
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08/24/17Envestnet | PMC Offers Long/Short Equity Strategies via SMAs
Advisors can Access Carefully Vetted Hedge Fund Strategies for Clients on the Envestnet Network at Lower Minimums, Using Investment Vehicles that Offer Greater Control, Liquidity, and Transparency CHICAGO, Aug. 24, 2017 /PRNewswire/ -- Envestnet | PMC, the Portfolio Management Consultants group of Envestnet, Inc. (NYSE: ENV), now provides the advisors it serves with access to long/short equity strategies available on the Envestnet platform through separately managed accounts (SMAs). ... 
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08/22/17Envestnet | Tamarac is on the Salesforce AppExchange, the World's Leading Enterprise Apps Marketplace
Independent financial advisors using Tamarac benefit from the integration of its powerful portfolio and client management platform to deliver a comprehensive and scalable solution CHICAGO, Aug. 22, 2017 /PRNewswire/ -- Envestnet | Tamarac today announced it has launched the Tamarac app on the Salesforce AppExchange, empowering businesses to connect with their customers, partners and employees in entirely new ways. Tamarac will now easily integrate client, household and account data from its... 
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08/15/17Envestnet | Tamarac Enhances Integration with TD Ameritrade Institutional's Veo One® Platform with Contextual Single Sign-On Capability
CHICAGO, Aug. 15, 2017 /PRNewswire/ -- Envestnet | Tamarac (http://www.tamaracinc.com) has added single sign-on capability to its existing integration with TD Ameritrade Institutional's Veo One® custody platform. Independent advisors can now gain immediate access to client data and reports in Tamarac's award-winning Advisor View™ portfolio management application, using contextual links in Veo One to quickly access client account information in Tamarac and provide a more seamless portfolio manage... 
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08/10/17Sullivan, Bruyette, Speros & Blayney Looks Toward the Future by Adopting Award-Winning Envestnet | Tamarac Advisor View™ Portfolio Management Application
Powerful Technology Empowers SBSB Advisors to Focus on Client Service CHICAGO, Aug. 10, 2017 /PRNewswire/ -- Sullivan, Bruyette, Speros & Blayney (SBSB), an SEC-registered investment advisor located in McLean, Virginia, recently announced its selection of Envestnet | Tamarac's Advisor View™ as the firm's new portfolio management and reporting solution. Implementing Advisor View will help SBSB advisors manage their client portfolios more efficiently and demonstrate a higher level of serv... 
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08/08/17Envestnet Reports Second Quarter 2017 Financial Results
CHICAGO--(BUSINESS WIRE)--Aug. 8, 2017-- Envestnet (NYSE:ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for its second quarter ended June 30, 2017.     Three Months Ended     ... 
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07/31/17Envestnet to Attend Upcoming Conferences
CHICAGO--(BUSINESS WIRE)--Jul. 31, 2017-- Envestnet, Inc. (NYSE:ENV), today announced that the Company will be attending the following investor conferences: On Wednesday, August 9, 2017 the Company will be participating at the UBS Financial Services Conference at The Four Seasons Hotel in Chicago, IL. On Wednesday, August 23, 2017 the Company will be participating at the Raymond James SMID Cap Growth Confe... 
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07/25/17Envestnet to Announce Second Quarter 2017 Results on August 8, 2017
CHICAGO--(BUSINESS WIRE)--Jul. 25, 2017-- Envestnet, Inc. (NYSE:ENV), today announced that the Company will host a conference call to discuss second quarter financial results on Tuesday, August 8, 2017 at 5:00pm ET. Hosting the call will be Jud Bergman, chairman and chief executive officer, Pete D’Arrigo, chief financial officer, and Anil Arora, chief executive, Envestnet | Yodlee. The conference call will be webcast live from the Company's inves... 
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06/27/17Envestnet | Tamarac Simplifies Billing and Auditing Processes for Advisors Using Award-Winning Advisor View™ Portfolio Management Application
CHICAGO, June 27, 2017 /PRNewswire/ -- Envestnet | Tamarac (www.tamaracinc.com) has added new auditing capabilities to the powerful billing functionality in its Advisor View™ application that make it easy for advisors to compare billing periods and complete auditing processes.  The enhancements made to the Account Billing History report in Advisor View enable advisors to easily compare the Previous Billable Value, Previous Billed Amount and Previous Bill... 
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06/22/17Envestnet | Retirement Solutions Surpasses $25B in Assets Supported Through Innovative Fiduciary Service
Envestnet Fiduciary Advantage™ Delivers Fiduciary Protection to Retirement Plan Advisors & Their Sponsor Clients CHICAGO, June 22, 2017 /PRNewswire/ -- Envestnet | Retirement Solutions ("ERS") now supports more than $25 billion in assets under advisement through its customized, portable 3(21) and 3(38) outsourced fiduciary service, Envestnet Fiduciary Advantage™. ERS has also added T. Rowe Price Retirement Plan Services, Inc. to its group of financi... 
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06/13/17Envestnet | Tamarac Helps Advisors Find and Act on Client Information Faster Using Award-Winning Advisor View™ Application
CHICAGO, June 13, 2017 /PRNewswire/ -- Envestnet | Tamarac (www.envestnet.com/tamarac) has improved the ways users can find and update records in its Advisor View™ portfolio management and performance reporting application. This roll-out is part of its June 2017 technology release, which includes updates to Advisor View, its client portal and the other core applications in the Tamarac Advisor Xi® platform. Advisor View users now will be able to find res... 
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06/12/17Envestnet | Yodlee Unveils Personal Financial Wellness Solution Powered by Data Intelligence
New suite of financial wellness applications leverage advancements in artificial intelligence, machine learning and data analytics to provide solutions, value and revenue opportunities for financial institutions and fintech developers AUSTIN, Texas, June 12, 2017 /PRNewswire/ --  Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services, today announced the launch of its Personal Financial Wel... 
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06/05/17Envestnet | PMC Unveils Strategic Beta ETF Ranking Methodology
Firm's Quantitative Research Group to Offer List of Approved Strategic Beta ETFs that Meet its Evaluation Criteria on a Quarterly Basis CHICAGO, June 5, 2017 /PRNewswire/ -- Envestnet | PMC, the Portfolio Management Consultants group of Envestnet, Inc. (NYSE: ENV), has introduced a new quantitative approval process for evaluating strategic beta exchange-traded funds (ETFs). The methodology for evaluating these products has been developed by PMC's Quantitative Research Group (QRG). ... 
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05/30/17Envestnet to Attend Spring Conferences
CHICAGO--(BUSINESS WIRE)--May 30, 2017-- Envestnet, Inc. (NYSE:ENV), today announced that the Company will be attending the following investor conferences: On Tuesday, June 6, 2017 the Company will be presenting at the Stifel 2017 Technology, Internet & Media Conference at The Fairmont Hotel in San Francisco, CA. The presentation will begin at 3:00PM PT. On Tuesday, June 13, 2017 the Company will be presenting ... 
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05/10/17Envestnet Reports First Quarter 2017 Financial Results
CHICAGO--(BUSINESS WIRE)--May 10, 2017-- Envestnet (NYSE:ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for its first quarter ended March 31, 2017.         ... 
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05/05/172017 SMA Managers & Strategists of the Year Recognized at Envestnet Advisor Summit
Congress Asset Management Named Overall SMA Manager of the Year by Envestnet and 'Investment Advisor' Magazine during Advisor Summit in Dallas CHICAGO, May 5, 2017 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine announced the winners of the 13th Annual Separately Managed Account (SMA) Manager and Strategist of the Year Awards during the 2017 Envestnet Advisor Summit, currently underway at the Gaylord Texan Resort & Convention Center in Grapevine, Texas (http:... 
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05/04/17Envestnet Unveils Vision of an Advisor-Centric, Intelligent System for Wealth Management
Firm's Integrated Network Empowers Better Outcomes Through Better Intelligence CHICAGO, May 4, 2017 /PRNewswire/ -- To empower advisors and enterprises to deliver better financial outcomes through better intelligence, Envestnet, Inc. (NYSE: ENV) has unveiled new technology enhancements, further supporting financial advisors' unique value proposition. The roll-out, released as part of Envestnet's ongoing technology innovation process, was announced during the Envestnet Advisor Summit (http://w... 
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05/03/17Envestnet Introduces the Essential Advisor™ Certification Program and Awards at 2017 Advisor Summit
DALLAS, May 3, 2017 /PRNewswire/ -- At its annual Advisor Summit this week, Envestnet, Inc. (NYSE: ENV) introduced the new Essential Advisor™ Certification Program and Essential Advisor™ Awards. Designed in partnership with Cannon Financial Institute, Inc., the Essential Advisor™ program arms financial advisors with the tools they need to help clients navigate financial decisions through every stage of their lives. The Essential Advisor™ Awards recognize financial advisors who embody the values ... 
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05/02/17Envestnet Unveils Expanded Data Analytics Product Lineup for Wealth Advisory Enterprises, Investment Managers, and Advisors
Envestnet Analytics delivers intelligent, streamlined, and efficient tools for identifying growth opportunities and critical business insights DALLAS, May 2, 2017 /PRNewswire/ -- Envestnet (NYSE: ENV), a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions, today announced an expanded data analytics product lineup that harnesses the power of data intelligence to efficiently uncover growth opportunities and provide critic... 
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04/26/17Envestnet to Announce First Quarter 2017 Results on May 10, 2017
CHICAGO--(BUSINESS WIRE)--Apr. 26, 2017-- Envestnet, Inc. (NYSE:ENV), today announced that the Company will host a conference call to discuss first quarter financial results on Wednesday, May 10, 2017 at 5:00 pm ET. Hosting the call will be Jud Bergman, chairman and chief executive officer, Pete D’Arrigo, chief financial officer, and Anil Arora, chief executive, Envestnet | Yodlee. The conference call will be webcast live from the Company's inves... 
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04/05/17Finalists Chosen for 13th Annual SMA Manager & Strategist of the Year Awards
Award Winners to be Recognized by Envestnet and 'Investment Advisor' Magazine during 2017 Envestnet Advisor Summit--May 3-5 in Dallas CHICAGO, April 5, 2017 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine have selected finalists for the 13th Annual Separately Managed Account (SMA) Manager and Strategist of the Year Awards. The awards pay tribute to best-in-class portfolio managers, and will be presented during the 2017 Envestnet Advisor Summit, which is taking pl... 
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03/30/17Envestnet Unveils Roster of Featured Speakers and Sessions for 2017 Advisor Summit
Industry-leading conference will highlight new trends and innovations in wealth management and offer ways financial advisors can deliver greater value in times of change CHICAGO, March 30, 2017 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) will host its sixth annual Envestnet Advisor Summit May 3-5, 2017 at the Gaylord Texan Resort and Convention Center in Dallas, Texas. The conference is expected to draw more than 2,000 investment professionals from across the country to talk about today's inv... 
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03/23/17Envestnet Reports Fourth Quarter 2016 Financial Results
Provides Update on Form 10-K Filing CHICAGO--(BUSINESS WIRE)--Mar. 23, 2017-- Envestnet (NYSE:ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for its fourth quarter and full year ended December 31, 2016.   Three Months Ended   ... 
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03/22/17Envestnet to Announce Fourth Quarter and Full Year 2016 Results on March 23, 2017
CHICAGO--(BUSINESS WIRE)--Mar. 22, 2017-- Envestnet, Inc. (NYSE: ENV), today announced that the Company will host a conference call to discuss fourth quarter and full year financial results on Thursday, March 23, 2017 at 5:00pm ET. Hosting the call will be Jud Bergman, chairman and chief executive officer, Pete D’Arrigo, chief financial officer, and Anil Arora, chief executive, Envestnet | Yodlee. The conference call will be webcast live f... 
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03/16/17Envestnet Wins Bank Insurance and Securities Association's 2017 Technology Innovation Award
CHICAGO, March 16, 2017 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announced today that it is one of the Bank Insurance and Securities Association's (BISA) 2017 Technology Innovation Award recipients. The award recognizes companies that are leaders in the advancement of the financial services industry's products, services and platforms through technology innovation. "Envestnet is honored to be recognized by BISA for our achievements in financial technology ... 
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03/15/17Envestnet Wins Three 2017 Family Wealth Report Awards
CHICAGO, March 15, 2017 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) received three 2017 Family Wealth Report Awards at an awards dinner held at the Mandarin Oriental in New York City on March 2, 2017. The firm won in the Portfolio Management, Compliance and Outsourcing/Business Process Outsourcing categories. "Envestnet is dedicated to delivering wealth management technology tools that help financial advisors enhance their value proposition and expand client ... 
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03/09/17Envestnet | Tamarac Takes Top Honors at Family Wealth Report Awards for Best Portfolio Management Application
Award recognizes the caliber of the company's Advisor View™ application CHICAGO, March 9, 2017 /PRNewswire/ -- Envestnet | Tamarac (www.tamaracinc.com) announced today that it has received the 2017 Family Wealth Report Award for best portfolio management software. The company was recognized for its Advisor View™ portfolio management and performance reporting application, which is part of the Advisor Xi® web-based platform for Registered Investment Advisors (RIAs). ... 
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03/06/17Envestnet | Yodlee Enables Comprehensive Financial Picture with Risk Insight Suite
Next generation suite of reports provides lenders with a holistic view into a consumer's financial behavior in order to make more informed credit decisions New York, March 6, 2017 /PRNewswire/ -- Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services, today announced the release of its Risk Insight Suite at the LendIt USA conference. The next generation suite of reports expands Envestnet | ... 
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03/06/17Envestnet Wins Private Asset Management 2017 Best Outsourced CIO Solution Award
CHICAGO, March 6, 2017 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announced today that the firm has won a 2017 Private Asset Management (PAM) Award for Best Outsourced CIO Solution. The award recognizes high performing investment firms and wealth advisors that are paving the way to offer investment intelligence in key areas to help advisors meet their clients' investment goals.    "We're honored to be recognized by PAM for our innovation, technology advancem... 
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02/22/17Envestnet Provides Update on Fourth Quarter 2016 Financial Results
CHICAGO--(BUSINESS WIRE)--Feb. 22, 2017-- Envestnet (NYSE:ENV), the leading provider of intelligent systems for wealth management and financial wellness, today announced that it will report its results for the fourth quarter and year ended December 31, 2016, upon the finalization of its financial statements. Envestnet is currently finalizing certain accounting matters, primarily related to potential state and local non-income tax obligations. In ... 
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02/14/17Envestnet to Attend Upcoming Conferences
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 ... 
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02/08/17Envestnet | Retirement Solutions Partners with The Retirement Advisor University to Provide a Fully Integrated Fiduciary Advisor Training Program
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... 
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02/03/17Plaid and Envestnet | Yodlee Settle Patent Case and Counterclaims
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... 
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02/01/17Envestnet Empowers Mercer Advisors With Unified Platform Across RIA & Trust Divisions
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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01/31/17Envestnet | Yodlee and Varo Money Drive Fintech Innovation with New Partnership
Varo Money Inc. incorporates Envestnet | Yodlee's data aggregation platform to provide customers with proactive alerts that help improve their financial health REDWOOD CITY, Calif., Jan. 31, 2017 /PRNewswire/ -- Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, today announced it is partnering with Varo Money Inc., a mobile-only banking startup that helps consumers gain greater control of ... 
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01/25/17Envestnet | Yodlee Incubator Honored with Fintech Finance Magazine Award
Envestnet | Yodlee's Incubator recognized for its commitment to ongoing fintech industry development and innovation REDWOOD CITY, Calif., Jan. 25, 2017 /PRNewswire/ -- Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, today announced its Incubator program has been awarded a Silver Fintech Finance magazine award in the "Best Hub / Accelerator of the Year" category. In addition to its ongoin... 
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01/24/17Envestnet Enables Firms to Meet Growing Client Expectations on a Broader Fiduciary Standard
The Company's Latest Technology Enhancements Release Focuses on Helping Advisors Navigate and Thrive in a Shifting Advisory Services Landscape and Delivers a Comprehensive Fiduciary Toolkit CHICAGO, Jan. 24, 2017 /PRNewswire/ -- The Trump administration has issued a memo to all federal departments and agencies to freeze indefinitely rulemakings not yet finalized and to delay by 60 days implementation of those rules finalized but not yet implemented, including the Department of Labor's (DOL) F... 
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01/19/17Envestnet | Tamarac Deepens Integration with TD Ameritrade Institutional's Veo® Platform
Tamarac Advisor® Xi Suite Adds Straight-Through Processing of Trades directly from its trading application, Advisor Rebalancing CHICAGO, Jan. 19, 2017 /PRNewswire/ -- Envestnet | Tamarac has enhanced the level of integration between its Advisor Rebalancing® application (http://www.tamaracinc.com/advisor-rebalancing.aspx) and TD Ameritrade Institutional's Veo® custody platform, enabling advisors to submit trades directly to TD Ameritrade for straight-through processing from within Advisor Re... 
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