Tag : Envestnet

Envestnet Connect' Creates Deeper Digital Advisor/Client Relationships
Artificial Intelligence Big Data Fintech News

‘Envestnet Connect’ Creates Deeper Digital Advisor/Client Relationships Through Partnership with AdvisorStream & Apprise Labs

Fintech News Desk
by Fintech News Desk0
Envestnet, unveils Envestnet Connect, an artificial intelligence (AI)-driven application that integrates the client’s household financial data with relevant and personalized news content aligned with their values and financial journey progress. Envestnet has partnered with AdvisorStream and Apprise Labs to build Envestnet Connect, creating a centralized personal application designed to help clients......
Envestnet & Investment Advisor Select Finalists for Annual Asset Manager & Strategist Awards
Fintech Investment Services News

Envestnet & Investment Advisor Select Finalists for Annual Asset Manager & Strategist Awards

Fintech News Desk
by Fintech News Desk0
Envestnet, and Investment Advisor magazine have announced their list of finalists for the 2020 Asset Manager and Strategist of the Year Awards. Now in its 16th year, the awards program recognizes high-conviction portfolio managers that exemplify investment management best practices. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as......
Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management
Business Capital Markets Fintech News

Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Canaccord Genuity Wealth Management, one of Canada’s preeminent wealth management firms and a division of Canaccord Genuity Group, will provide its advisors and internal portfolio managers with access to Envestnet’s unified advice platform. Canaccord Genuity Wealth Management’s advisors will be among the first in Canada to fully harness the seamless,......
Envestnet | MoneyGuide Enhances Client Portal with Virtual Plan Sharing to Support Advisors' Digital Client Engagement
Business Fintech News

Envestnet | MoneyGuide Enhances Client Portal with Virtual Plan Sharing to Support Advisors’ Digital Client Engagement

Fintech News Desk
by Fintech News Desk0
Envestnet | MoneyGuide announced the rollout of an enhancement to the MoneyGuide Client Portal that will enable clients to safely and securely interact with their advisor within the portal. As in-person meetings have become rare amid the current COVID-19 pandemic, this empowers advisors to better engage with clients using MoneyGuide......
Envestnet | Yodlee Launches COVID-19 Income and Spending Trends
Fintech News

Envestnet | Yodlee Launches COVID-19 Income and Spending Trends

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 today the launch of its COVID-19 Income and Spending Trends, which will provide a twice-weekly pulse on how the COVID-19 pandemic is financially impacting Americans. Read More: WorldRemit Partners with Wizall Money......
Envestnet | Yodlee and Charles Schwab Enter Financial Data Access Agreement
Fintech News

Envestnet | Yodlee and Charles Schwab Enter Financial Data Access Agreement

Fintech News Desk
by Fintech News Desk0
Enhanced partnership marks another milestone data-access agreement between Envestnet | Yodlee and a major U.S. financial institution, providing consumers improved access to their financial data  Envestnet | Yodlee, a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, announced that it has come to terms......
Dana D'Auria, CFA, Joins Envestnet as Co-CIO
Fintech News

Envestnet and Invesco Introduce Model Portfolios that Blend Active and Passive Management

Fintech News Desk
by Fintech News Desk0
Envestnet | PMC and Invesco introduced seven new model portfolios — now available on the Envestnet platform — that optimize the advantages of both active and passive fund management. By pairing high-performing mutual funds from Invesco with portfolio construction and asset allocation led by experts at Envestnet | PMC, the......
LPL Acquires Fintech Firm Blaze Portfolio
Fintech Investment Services News

LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration

Fintech News Desk
by Fintech News Desk0
A Leading Financial Planning Solution Is Newest Clientworks Connected Partner, Expanding Choice and Making It Easier for LPL Advisors to Deliver Personalized Advice LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced that Envestnet MoneyGuide is the newest technology solution integrated with ClientWorks Connected. Advisors who......
ONIMCO Launches the Envestnet Insurance Exchange for its Advisors
Banking InsurTech News

ONIMCO Launches the Envestnet Insurance Exchange for its Advisors

Fintech News Desk
by Fintech News Desk0
ONIMCO Advisors Benefit From Integrated Annuity Solutions on Envestnet’s Unified Advice Platform Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. As......
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