2017 Press Releases

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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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