CHICAGO , May 8, 2018 /PRNewswire/ -- Envestnet announced today that D.A. Davidson & Co. , an employee-owned full service investment firm headquartered in Montana , will implement Envestnet's comprehensive integrated platform, supporting D.A. Davidson's $41.5 billion in assets and approximately 400
Strategist of the Year and Other Best-in-Class Firms to be honored at Envestnet Advisor Summit in New Orleans, May 16-17 CHICAGO , May 1, 2018 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine are pleased to announce their annual list of finalists for the 2018 Asset
"Must attend" wealth management industry event will feature speakers on today's investment climate and strategies to help financial advisors grow their businesses CHICAGO , May 1, 2018 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) will hold its annual Envestnet Advisor Summit May 16-18, 2018 at the
PMC's Quantitative Research Group Continues to Expand Award-Winning Suite of Quantitative Portfolio Offerings, which Recently Surpassed $1 Billion in Assets Under Management CHICAGO , April 26, 2018 /PRNewswire/ -- Envestnet | PMC, the Portfolio Management Consultants group of Envestnet, Inc.
CHICAGO --(BUSINESS WIRE)--Apr. 25, 2018-- Envestnet, Inc. (NYSE:ENV) today announced that the Company will host a conference call to discuss first quarter financial results on Wednesday, May 9, 2018 at 5:00pm ET . Hosting the call will be Jud Bergman , chairman and chief executive officer, Pete
Firm selects award-winning Tamarac platform for portfolio management, reporting, billing and client portal technology CHICAGO , April 10, 2018 /PRNewswire/ -- LJPR Financial Advisors, a fee-only financial advisor and wealth management firm headquartered in Troy, Michigan , announced it selected the
Award recognizes the caliber of the Tamarac portfolio management solution for second straight year CHICAGO , April 5, 2018 /PRNewswire/ -- Envestnet | Tamarac ( www.tamaracinc.com ) announced today that it received the 2018 Family Wealth Report Award for best portfolio management software for the
The Most Comprehensive Technology Solution for RIAs now Available to Breakaways and Other Firms Seeking Accelerated Implementation and Fast Growth CHICAGO , March 28, 2018 /PRNewswire/ -- Envestnet | Tamarac ( www.tamaracinc.com ) is introducing Quick Start, a new offering that will make its
CHICAGO , March 20, 2018 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) received three 2018 Family Wealth Report Awards at an awards dinner held at the Mandarin Oriental in New York City on March 8, 2018 . The firm won in the Portfolio Management category for the Tamarac Reporting™ application and in
CHICAGO , March 7, 2018 /PRNewswire/ -- Envestnet | Tamarac ( www.tamaracinc.com ), a market leader providing best-in-class portfolio management, reporting, client portal, trading and CRM software for advisors, announced that its clients' collective assets under management (AUM) has exceeded $1
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