2017 Press Releases

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Envestnet, Inc. at JMP Securities Technology Conference (Live)
02/28/17 at 12:30 p.m. PT
Envestnet, Inc. at JMP Securities Technology Conference
Tuesday, February 28, 2017 12:30 p.m. PT  
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Envestnet, Inc. at Raymond James & Associates’ 38th Annual Institutional Investors Conference (Live)
03/07/17 at 4:35 p.m. ET
Envestnet, Inc. at Raymond James & Associates’ 38th Annual Institutional Investors Conference
Tuesday, March 7, 2017 4:35 p.m. ET  
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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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