Search Results for: Envestnet

Envestnet | Yodlee Unveils Enhanced Developer Portal For Fast Creation of Digital Financial Wellness Experiences and FinTech Apps
Fintech News

Envestnet | Yodlee Unveils Enhanced Developer Portal For Fast Creation of Digital Financial Wellness Experiences and FinTech Apps

Fintech News Desk
Updated Portal Combines Envestnet | Yodlee Best-in-Class Financial Data, API Connections with Streamlined Onboarding, Solution-Focused Design for Swift Go-To-Market Approach Envestnet | Yodlee, a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, unveiled an enriched developer experience. The new offering builds off Envestnet |......
FIDx Announces AIG Advisory Suite of Fee-Based Annuities Now Available on Envestnet Insurance Exchange
InsurTech Investments News

FIDx Announces AIG Advisory Suite of Fee-Based Annuities Now Available on Envestnet Insurance Exchange

Fintech News Desk
AIG Advisory Annuities Enable Firms & Advisors Using FIDx Technology to Access Protected Income Solutions to Better Serve Retired Clients Envestnet, Inc. and FIDx, a product-agnostic platform that connects insurance solutions with wealth management platforms and other providers, today announced that annuity solutions from AIG Life & Retirement are now available through......
Envestnet Expands Variable Annuity Program on Envestnet Insurance Exchange
InsurTech News

Envestnet Expands Variable Annuity Program on Envestnet Insurance Exchange

Fintech News Desk
Insurance Exchange Combines Technology, Data & Service to Deliver ‘Annuities Made Easy’ to Envestnet-Empowered Advisors Envestnet, Inc. announced that its Variable Annuity Program is being expanded to become the Envestnet Insurance Exchange, powered by Fiduciary Exchange, LLC (FIDx). This innovation provides access to all types of annuities, enabling advisors to......
Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs
Digital Finance Fintech News

Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs

Fintech News Desk
– Technologies to Power a New Intelligently Connected Client Portal Experience – MoneyGuide unveils Wealth Studios, Offering Cash Flow and Estate Planning Envestnet announced it has acquired technology from Apprise Labs to advance Envestnet’s roadmap to deliver a reimagined client portal experience that will focus on helping clients achieve financial......
Envestnet | Yodlee and Productfy Enter Partnership to Offer Single Technology Platform for Early-Stage Startups to Embed Financial Products
B2B Digital Fintech News

Envestnet | Yodlee and Productfy Enter Partnership to Offer Single Technology Platform for Early-Stage Startups to Embed Financial Products

Fintech News Desk
Partnership enables access to comprehensive “FinTech-in-a-box” solutions for developers looking to hit the ground running with FinTech basics Envestnet | Yodlee, a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services announced today it is partnering with Productfy, a developer-focused business-to-business (B2B) FinTech platform that......
Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange
Currency Exchange Fintech News

Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange

Fintech News Desk
Partnership with Trucendent Directly Integrates Advisors with Trust Administrators, Trustees & Estate Planning Attorneys–Enabling RIAs & Broker-Dealers to Manage Trust Accounts Envestnet, Inc., announces the launch of the Envestnet Trust Services Exchange, a new solution for helping Registered Investment Advisers (RIAs) and broker- dealers seamlessly utilize trust accounts to facilitate......
AnalytixInsight’s MarketWall Launches GEMINA, a Trading Platform for Banks and Brokers
Business Capital Markets Fintech News

Envestnet | MoneyGuide Launches MoneyGuideEngine – API-Based Financial Planning

Fintech News Desk
Envestnet | MoneyGuide announced the launch of MoneyGuideEngine, a repertoire of financial algorithms that offer the same capabilities that power the industry’s No. 1 financial planning solution. MoneyGuideEngine is now available and accessible to any personal finance-based digital offerings. Read More:  XP Inc. Acquires Riza M&A “Essentially, we are now......
Envestnet | Yodlee Rolls Out Credit Decisioning Tech to Australia and New Zealand
Banking Digital Fintech Machine Learning News

Envestnet | Yodlee Rolls Out Credit Decisioning Tech to Australia and New Zealand

Fintech News Desk
Envestnet | Yodlee, a leading data aggregation and data analytics platform for digital financial services, today announced the launch of its Australia and New Zealand-specific responsible lending product, Envestnet | Yodlee Credit Accelerator. The offering will enable financial service providers to access quick and accurate consumer data in order to......
Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors
Business Fintech News

Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors

Fintech News Desk
Cetera® Enhances Financial Planning & Portfolio Management Capabilities for Financial Professionals–Bringing Full Array of Digitized Solutions Aimed to Drive Efficiency & Enable Professionals to Serve More Clients Envestnet, Inc., has renewed its agreement with Cetera®, providing Cetera’s network of over 8,000 independent financial professionals with the full range of technology, data, and......
Envestnet | MoneyGuide Adds MaxMyInterest Integration, Empowering Advisors to View and Better Optimize a Client's Full Financial Profile
Business Fintech News

Envestnet | MoneyGuide Adds MaxMyInterest Integration, Empowering Advisors to View and Better Optimize a Client’s Full Financial Profile

Fintech News Desk
Industry-leading financial planning innovator adds premier high-yield cash solution offering to help advisors plan even more holistically while guiding clients on the path to financial wellness Envestnet | MoneyGuide and MaxMyInterest (“Max”) announced an integration to give advisors more insight into clients’ held-away cash balances and provide an intelligence-driven solution......
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