Industry-first interactive assessment shows high-scoring advisors significantly outperform low-scoring peers in total client assets managed At a time when traditional financial planning has become table-stakes and […]
Stuart DePina Steps down as President; Tony Leal named President of EnvestNet WealthTech Group Envestnet has announced organizational changes to the Envestnet financial wellness ecosystem by […]
Empowers Advisors to Offer More Personalized Advice FP Alpha, an artificial intelligence-driven, holistic financial planning solution, and Envestnet | MoneyGuide, an industry leader in client-centered financial […]
Data Feed from Flourish Cash is Among the Latest Set of Tech Updates to Tamarac Suite Envestnet, Inc. (NYSE: ENV) has announced that the Envestnet | Tamarac wealth […]
Free Enhancement to MoneyGuide Elite Put Powerful Analytics Front and Center by Joel Bruckenstein, CFP MoneyGuide Envestnet has launched RIA Planning Analytics, a free enhancement to […]
Fee-for-service payments platform now integrated directly into industry-leading financial planning software system Bozeman, MT, July 10, 2020 AdvicePay, the leading fee-payment-processing platform designed exclusively for financial […]
Envestnet, Inc. (NYSE: ENV) has unveiled Envestnet Connect, an artificial intelligence (AI)-driven application that integrates the client’s household financial data with relevant and personalized news content aligned […]
The Board of Directors of Envestnet, Inc. announced today the following leadership appointments, effective immediately: William Crager as Chief Executive Officer of Envestnet, Inc. Stuart DePina […]