Search Results for: Envestnet

Business Fintech News

Envestnet Rolls Out Data-Driven ‘Recommendations Engine’ for Enterprises

Fintech News Desk
by Fintech News Desk0
Envestnet, Inc. (NYSE: ENV) has announced the launch of the new version of its Recommendations Engine for enterprise organizations. Read More:  DeFi Platform OIN Finance Integrates With Frontier and Introduces FRONT to OINDAO The Recommendations Engine smartly sifts through the wealth and industry data across Envestnet’s unified platform, which includes......
Vestwell Partners with Envestnet to Offer Turnkey Retirement Plan Solutions to Industry Advisors
Business Fintech News

Vestwell Partners with Envestnet to Offer Turnkey Retirement Plan Solutions to Industry Advisors

Fintech News Desk
by Fintech News Desk0
New offering leverages technology to help advisors deliver efficient 401(k) plan investment-management solutions across diverse client needs Vestwell, the digital recordkeeping platform bringing the 401(k) and 403(b) industry into the modern Fintech era, today announced a partnership with Envestnet, Inc. (NYSE: ENV). Read More: BHMI’s Concourse Financial Software Suite “Future Proofs” Payment Processing......
Envestnet and RiskPro Announce Enablement of Enterprises to Mitigate Regulatory Risk from Advisor-Directed Portfolios
Fintech Investment Services News Risk Management

Envestnet and RiskPro Announce Enablement of Enterprises to Mitigate Regulatory Risk from Advisor-Directed Portfolios

Fintech News Desk
by Fintech News Desk0
RiskPro and Envestnet, announce an integration which will enable investment advisors to build and manage client portfolios with less regulatory risk. The strategic relationship between the two companies will allow RiskPro’s proposal generation, portfolio construction, and automated risk surveillance software to function within existing enterprise workflows on the Envestnet unified advice platform.......
Envestnet--Yodlee-Announces-the-Winners-of-Its-FinTech-Innovation-Achievements-at-the-2020-Benzinga-Global-FinTech-Awards
Business Fintech Investment Services News

Envestnet | Yodlee Announces The Winners Of Its FinTech Innovation Achievements At The 2020 Benzinga Global FinTech Awards

Fintech News Desk
by Fintech News Desk0
Envestnet | Yodlee, a leading data aggregation and analytics platform for financial service providers, in partnership with financial media outlet Benzinga, today announced the winners of the Envestnet | Yodlee FinTech Innovation Achievements. The winners were recognized during the 2020 ceremony of the annual Benzinga Global FinTech Awards. Read More:  PPS......
Envestnet Appoints Robert Coppola as Chief Technology Officer
Business Fintech News

Envestnet Appoints Robert Coppola as Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Organization Continues Aligning the Envestnet User Experience Across Applications to Help Advisors Enhance Their Clients’ Financial Wellness Envestnet, Inc. (NYSE: ENV) announces that Robert Coppola has joined the organization as Chief Technology Officer. Mr. Coppola reports to President Stuart DePina, and will succeed Scott Grinis, who has served as Envestnet’s Chief Technology Officer for the......
Envestnet | Yodlee rolls out credit decisioning tech to Australia and New Zealand
Banking Fintech News

Envestnet | Yodlee Appoints Jason O’Shaughnessy as Head of International Sales

Fintech News Desk
by Fintech News Desk0
Envestnet | Yodlee, a leading data aggregation and data analytics platform for digital financial services, announced today it has appointed Jason O’Shaughnessy as the Head of International Sales. O’Shaughnessy will be responsible for driving revenue growth in all international markets for Envestnet | Yodlee including Europe, Asia Pacific and Australia–New Zealand. Read More: GlobalFintechSeries Interview with......
Donna Peeples Joins Envestnet's Executive Leadership Team as Chief Relationship Officer
Artificial Intelligence Fintech News

Donna Peeples Joins Envestnet’s Executive Leadership Team as Chief Relationship Officer

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Donna Peeples has joined the firm as Chief Relationship Officer. In this newly created role, Ms. Peeples will lead Envestnet’s sales strategy and relationship management initiatives across all business lines for Wealth and Data & Analytics. Read More: GlobalFintechSeries Interview with Chen Amit, Co-founder and CEO at Tipalti “Donna......
Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes
Fintech Investment Services News

Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes

Fintech News Desk
by Fintech News Desk0
Envestnet, is rolling out a series of technology enhancements, including innovative features in the Envestnet | Tamarac platform that enable independent registered investment advisers (RIAs) to efficiently manage and track annual capital gains taxes in clients’ taxable accounts. Read More: Aumni Extends Series A to Include Orrick, Donnelley Financial Solutions and......
Banking Business News Risk Management

Riskalyze and Envestnet Announce Integration to Streamline Proposal Process for Advisors

Fintech News Desk
by Fintech News Desk0
Single sign-on and deep integration will allow advisors to create and implement proposals for client portfolios across the two platforms Today, Riskalyze announced its expanded integration with Envestnet, Inc. (NYSE: ENV), allowing advisors to create proposals for asset allocations through a single sign-on between the two platforms. Advisors will be able to use Riskalyze......
Envestnet | MoneyGuide Now Offering Premium Version of Plan Analytics
Fintech News

Envestnet | MoneyGuide Now Offering Premium Version of Plan Analytics

Fintech News Desk
by Fintech News Desk0
Plan Analytics Premium Includes Three New Features That Sift and Sort Data for Advisors, Saving Them Time While Surfacing Opportunities That May Have Otherwise Gone Overlooked After launching plan analytics earlier this year, Envestnet | MoneyGuide is now offering Plan Analytics Premium, an add-on component that takes the data sifting and visualization capabilities of......
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