Tag : Envestnet

Fintech Investment Services News

Envestnet | Tamarac Named ‘Best-In-Class’ Vendor by Aite Group

Fintech News Desk
by Fintech News Desk0
Tamarac is the Only Vendor to Achieve a ‘Best-In-Class’ Rating for its Portfolio Management & Reporting Platform in Latest Aite Matrix Report Envestnet, Inc. announces that Envestnet | Tamarac (Tamarac) has been named a “Best-In-Class” portfolio management and reporting system vendor in Aite Group’s most recent industry impact report, published in August 2020.......
The Bancorp Bank Joins Envestnet Credit Exchange, Offering Access to Automated Securities-Backed Loan Origination
Banking Fintech News

The Bancorp Bank Joins Envestnet Credit Exchange, Offering Access to Automated Securities-Backed Loan Origination

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that The Bancorp Bank, a wholly- owned subsidiary of The Bancorp, has joined the roster of lenders on the Envestnet Credit Exchange, providing financial advisors with seamless access to securities-backed lines of credit. Read More: Habito, UK’s Digital Mortgage Broker, Secures £5.5m in Series A funding “We continue to add......
Envestnet | Yodlee Delivers Hyper-Personalization to the Financial Services Industry
Fintech News

Envestnet | Yodlee Delivers Hyper-Personalization to the Financial Services Industry

Fintech News Desk
by Fintech News Desk0
Envestnet | Yodlee, a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, announced its Insights Solutions, designed to help financial institutions and FinTechs grow their market share by enabling hyper-personalized digital financial experiences and providing the data needed for customer segmentation. Read More: Alithya......
TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech Investment Services News

HTK Launches the Envestnet Insurance Exchange

Fintech News Desk
by Fintech News Desk0
HTK Financial Professionals can now Seamlessly Offer Annuities to Clients Through the HTK Advisory Series Powered by Envestnet Envestnet, announces that Hornor, Townsend & Kent, LLC (HTK), a broker-dealer and registered investment adviser (RIA), has launched the Envestnet Insurance Exchange, a platform delivering access to reputable insurance carriers and their annuity......
Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes
Business Fintech News

Envestnet Welcomes WealthTech Veteran Dani Fava as Head of Strategic Development

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Dani Fava has joined the firm as Head of Strategic Development. In her newly created role, Ms. Fava will work closely with business, product, and client-facing teams to identify, analyze, and prioritize transformative opportunities to expand and deliver on Envestnet’s strategic roadmap. Read More: Equifax Launches Innovative New Solutions......
Envestnet Publishes Playbook for Empowering Advisors to Lead Clients Forward Post-Pandemic
Fintech News

Envestnet Publishes Playbook for Empowering Advisors to Lead Clients Forward Post-Pandemic

Fintech News Desk
by Fintech News Desk0
Envestnet, has rolled out a new resource, The Advisor’s Playbook for Leading Your Clients Forward, outlining the COVID-19 pandemic’s far-reaching impact on the wealth management industry—and the steps financial advisors can take to adapt. Read More: GlobalFintechSeries Interview with Christian Spaltenstein, Managing Director – Americas at AFEX “COVID-19 is redefining many aspects......
Flyer Launches New Co-Pilot OMS Fixed-Income Trade Processing Enhancements as Part of Expanded Integration with Envestnet | Tamarac
Fintech News Trading

Flyer Launches New Co-Pilot OMS Fixed-Income Trade Processing Enhancements as Part of Expanded Integration with Envestnet | Tamarac

Fintech News Desk
by Fintech News Desk0
Flyer and Envestnet, announced that advisors relying on the Envestnet | Tamarac (Tamarac) platform now can automate their fixed-income trade processing in Flyer’s Co-Pilot order management system (OMS). The Co-Pilot integration with Tamarac, providing a more comprehensive, seamless, and advanced advisor trading experience, was originally announced in April 2019. By adding efficient fixed-income trading enhancements,......
Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors
Fintech Investment Services News

Envestnet Launches 2020 Advisor Summit On-Demand

Fintech News Desk
by Fintech News Desk0
Envestnet, announced the release of its 2020 Envestnet Advisor Summit On-Demand, a digital multimedia resource center with over 50 engaging videos and content covering how advisors and enterprises can help clients achieve financial wellness, while growing their businesses and harnessing the power of Envestnet’s unified platform to provide essential advice.......
FIDx Partners with TruChoice to Provide Advisors with High-Quality Annuity Solutions Through Envestnet Insurance Exchange
Business Fintech InsurTech Investment Services News

FIDx Partners with TruChoice to Provide Advisors with High-Quality Annuity Solutions Through Envestnet Insurance Exchange

Fintech News Desk
by Fintech News Desk0
TruChoice Diversifies Selection of Insurance Carriers Offering Guaranteed Income & Protection Strategies Envestnet, announces that TruChoice Financial Group, LLC (TruChoice), a provider of insurance solutions for a network of investment advisors, registered representatives, and insurance professionals, has launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers......
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