CHICAGO, Oct. 18, 2017 /PRNewswire/ -- Envestnet (NYSE:
ENV) received four WealthManagement.com Industry Awards at a
ceremony at The Plaza Hotel in New York
City on October 11, 2017. The
awards recognize achievements by companies and organizations that
support financial advisor success; Envestnet was honored in
four categories out of 127 finalists.
"We are proud to be recognized among 127 other finalists for
these prestigious awards," said Bill
Crager, President of Envestnet. "Our teams continue to work
towards further enhancing advisor capabilities with integrated
technology, digital solutions and holistic data in order to
strengthen the wealth management process and empower investors to
achieve financial wellness."
Envestnet won the 2017 WealthManagement.com Industry
Awards in the below categories:
- Disruptors: Technology – Founded in 1999, Envestnet has
been working towards its goal of building a holistic wealth
management platform with the ultimate goal of providing advisors
all the information and analytics they need to better advise their
clients, construct portfolios and benchmark their practice. Since
the 2016 Wheelhouse Analytics LLC acquisition, Envestnet has
greatly enhanced its platform analytics and now provides
enterprises and advisors with online dashboards and reporting tools
that deliver segmentation analytics, trend analysis and
benchmarking capabilities to help advisors improve business
performance and client relationships.
- TAMPs – Envestnet is the largest TAMP in the U.S. with
over $1.2 trillion in platform
assets, including $393 billion in
assets under management/administration[1] and more than 57,000
advisors using its platform. The integration of a wealth management
platform with investment management, fiduciary services and
analytics makes Envestnet a powerful force in the industry.
Envestnet Analytics brings online dashboards and reporting tools to
Envestnet's clients, equipping them to drill down into greater
levels of detail.
- Technology Providers: Portfolio Accounting – Envestnet's
Goals-Based Portfolio Management and Reporting capabilities empower
advisors to construct client portfolios grounded in goals-based and
cash-flow financial planning. Performance monitoring and reporting
tied to established goals are also offered through Envestnet Logix
and Envestnet's Vantage™ Reporting Solutions.
- Technology Providers: Client Portals – Tamarac's client
portal is a key component of its comprehensive technology platform
for Registered Investment Advisors (RIAs), which also includes
best-in-class performance reporting, trading, billing, prospecting,
CRM, onboarding and data aggregation software. The portal serves as
a digital hub of communication between advisors and their clients,
providing a comprehensive view of a client's financial picture,
interactive reporting, a secure document vault, integrated
financial planning, and more.
About Envestnet
Envestnet, Inc. (NYSE: ENV) is a
leading provider of intelligent systems for wealth management and
financial wellness. Envestnet's unified technology enhances advisor
productivity and strengthens the wealth management process.
Envestnet empowers enterprises and advisors to more fully
understand their clients and deliver better outcomes.
Envestnet enables financial advisors to better manage client
outcomes and strengthen their practices. Institutional-quality
research and advanced portfolio solutions are provided through
Envestnet | PMC, our Portfolio Management Consultants group.
Envestnet | Yodlee is a leading data aggregation and data analytics
platform powering dynamic, cloud-based innovation for digital
financial services. Envestnet | Tamarac provides leading
rebalancing, reporting and practice management software for
advisors. Envestnet | Retirement Solutions provides an integrated
platform that combines leading practice management technology,
research, data aggregation and fiduciary managed account
solutions.
More than 57,000 advisors and 2,900 companies including: 16 of
the 20 largest U.S. banks, 39 of the 50 largest wealth management
and brokerage firms, over 500 of the largest Registered Investment
Advisers, and hundreds of Internet services companies, leverage
Envestnet technology and services. Envestnet solutions enhance
knowledge of the client, accelerate client on-boarding, improve
client digital experiences, and help drive better outcomes for
enterprises, advisors and their clients.
For more information on Envestnet, please visit
www.envestnet.com and follow @ENVintel.
[1] As of June 30, 2017
View original content with
multimedia:http://www.prnewswire.com/news-releases/envestnet-wins-wealthmanagementcom-industry-awards-in-four-categories-300538632.html
SOURCE Envestnet, Inc.