March 14, 2019
Published by Joel Bruckenstein at March 14, 2019
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Envestnet to buy PIEtech, the developers of MoneyGuidePro, for $500 Million

Envestnet, the provider of unified wealth management technology and products to financial advisors and institutions today announced that they are purchasing PIEtech, Inc., the developer of […]
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October 27, 2016
Published by T3NewsADM at October 27, 2016
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Envestnet’s Enhanced Integration with MoneyGuide Pro® Empowers Advisors with Solutions to Comply with DOL Fiduciary Rule Requirements

Envestnet, Inc. and Envestnet | Tamarac announced they are strengthening the level of integration with MoneyGuidePro® across both platforms, giving advisors scalable, efficient tools to gather information […]
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June 17, 2016
Published by Stuart DePina at June 17, 2016
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Modern Technology Enables Easier Accounting for Jointly Owned Accounts, Trusts & LPs

“Integrated” and “transparent” are common buzzwords associated with today’s wealth management technology platforms—except when it comes to accounting for trusts with multiple beneficiaries, as well as […]
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May 26, 2016
Published by T3NewsADM at May 26, 2016
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Envestnet Unveils Open ENV at Annual Advisor Summit

Envestnet, Inc. has unveiled Open ENV to offer differentiated user experiences, accelerate integrations and extend the availability of Envestnet’s solutions. The roll-out, released as part of Envestnet’s […]
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May 20, 2016
Published by T3NewsADM at May 20, 2016
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Envestnet Launches The Essential Advisor™

Yesterday at the Envestnet Advisor Summit, currently underway at the Hilton Chicago, Envestnet unveiled The Essential AdvisorTM, which advocates the quantifiable value professional financial advisors deliver […]
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