October 4, 2022

Envestnet Launches Intelligent Financial Life™ Advisor Practice Score

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 […]
June 7, 2022

Envestnet Announces Business Line Transformation to Streamline and Accelerate the Growth of Its Financial Wellness Ecosystem

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 […]
January 20, 2022

Envestnet | MoneyGuide, FP Alpha Announce Integration

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 […]
April 8, 2021

Envestnet Acquires Harvest Savings & Wealth Technologies

Envestnet has acquired fintech innovator Harvest Savings & Wealth Technologies, which provides automated goals-based saving tools and wealth solutions to banks, credit unions, trust companies, and […]
October 19, 2020

Envestnet MoneyGuide to Launch Premium Version of Plan Analytics

By Joel Bruckenstein, CFP The job of a software reviewer can be challenging at times. In order to have credibility with readers, you must do your […]
September 23, 2020

Envestnet | Tamarac Strengthens Cash Management Capabilities for RIAs, Forging Integration with Flourish

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 […]
July 27, 2020

Envestnet MoneyGuide Launches RIA Planning Analytics

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 […]
July 10, 2020

AdvicePay and Envestnet | MoneyGuide Announce Technology Integration

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 […]
May 26, 2020

‘Envestnet Connect’ Creates Deeper Digital Advisor/Client Relationships Through Partnership with AdvisorStream & Apprise Labs

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 […]
March 31, 2020

Envestnet Announces Leadership Appointments

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 […]