Analytics Envestnet Data and Analytics Business Announces Partnership with Tata Consultancy Services AIT News Desk Oct 13, 2022 Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, announced a strategic partnership between Tata…
Cloud Docupace Enhances Integration with Envestnet, Strengthening Digital Solution for Managed Accounts AIT News Desk Jul 27, 2022 Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces the next phase of its strategic…
Analytics Envestnet Names Farouk Ferchichi Leader of Data and Analytics Business AIT News Desk Mar 10, 2022 Envestnet, Inc. announces that Farouk Ferchichi has been named Global Head of Envestnet Data and Analytics, bringing together the combined…
Financial Services Sterling Trustees Joins Envestnet Trust Services Exchange AIT News Desk Jul 9, 2021 South Dakota-Based Trust Administrator's Services are Available to RIAs & Broker-Dealers Through Trucendent-Powered Trust Account Marketplace…
Financial Services BOK Financial Advisor Trust Services Now Available as Embedded Offering via Envestnet Trust Services… AIT News Desk Mar 26, 2021 Integration Strengthens Soon-to-Launch Platform Powered by Trucendent, Delivering One-Stop Marketplace for Enabling RIAs & Broker-Dealers to…
Analytics Envestnet | Yodlee Appoints Jason O’Shaughnessy as Head of International Sales AIT News Desk Nov 9, 2020 Envestnet | Yodlee, a leading data aggregation and data analytics platform for digital financial services, announced it has appointed Jason…
Vision Envestnet Welcomes Wealthtech Veteran Dani Fava as Head of Strategic Development AIT News Desk Jul 23, 2020 Newly Formed Strategy Office Focuses on Advancing Envestnet Future Vision & Accelerating Opportunities to Make Financial Wellness a Reality for…
Analytics ‘Envestnet Connect’ Creates Deeper Digital Advisor/Client Relationships AIT News Desk May 26, 2020 Centralized Application Produces Data-Driven, Relevant Information Based on Clients' Specific Needs Envestnet, Inc. unveils Envestnet Connect, an…
Financial Services Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth… AIT News Desk May 13, 2020 Envestnet, Inc. announces that Canaccord Genuity Wealth Management, one of Canada's preeminent wealth management firms and a division of Canaccord…
Analytics Envestnet | Yodlee and Charles Schwab Enter Financial Data Access Agreement AIT News Desk Apr 17, 2020 Envestnet | Yodlee, a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services,…