Tag : Envestnet

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 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......
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......
Envestnet | Yodlee Unveils Interactive COVID-19 Spending Tracker
Fintech News

Envestnet | Yodlee Unveils Interactive COVID-19 Spending Tracker

Fintech News Desk
by Fintech News Desk0
As the Pandemic Continues to Impact Americans, Envestnet | Yodlee Adds an Interactive Digital Tool to Enable Easier Analysis of its Consumer Insights Envestnet | Yodlee, (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, launched a new interactive map to display key......
Dana D'Auria, CFA, Joins Envestnet as Co-CIO
Fintech Investment Services News

Dana D’Auria, CFA, Joins Envestnet as Co-CIO

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Dana D’Auria has joined the organization as Co-Chief Investment Officer of Envestnet. In her new role, she will join Envestnet | PMC’s Investment Committee, and utilize her expertise to further grow and align PMC’s fiduciary solutions and other resources, including overlay services, research and portfolio management. Read......
Wells Fargo and Envestnet | Yodlee Sign Data Exchange Agreement
Fintech News

Wells Fargo and Envestnet | Yodlee Sign Data Exchange Agreement

Fintech News Desk
by Fintech News Desk0
Wells Fargo & Company announced it has entered into a data exchange agreement with Envestnet | Yodlee, a leading financial data aggregation and analytics platform. Powered by an application programming interface (API), Wells Fargo customers will be able to more securely and seamlessly share their financial data with the more......
TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech News

TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors

Fintech News Desk
by Fintech News Desk0
TFS’s Advisors can Seamlessly Access Annuity Solutions from Top Insurance Carriers–Plus Customized UMA Portfolios Bringing Together Offerings from Top Asset Managers–on the Envestnet Wealth Platform Envestnet, Inc. (NYSE: ENV) announces that TFS Securities, Inc., through its TFS Advisory Services arm, has launched the Envestnet Insurance Exchange, an insurance network delivering access......
1