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BERWYN, PA — Envestnet expanded benchmarking, portfolio monitoring and asset-manager intelligence in its third technology release of 2026 as use of its Wealth Data Platform continued to accelerate, with users …
Envestnet Expands Data Tools as Platform Usage Surges Read More BERWYN, PA — Envestnet reported that accounts using its unified managed account Tax Overlay program generated an average 1.96% after-tax return benefit during 2025 compared with a scenario without the …
Envestnet Says Tax Overlay Lifted 2025 After-Tax Returns Read More BERWYN, PA — Envestnet is expanding its MoneyGuide financial-planning platform to model a broader range of annuities and structured investments in its third technology release of 2026, giving financial advisors …
Envestnet Expands MoneyGuide for Complex Investment Planning Read More BERWYN, PA — Envestnet is embedding artificial intelligence more directly into its wealth-management platform in its third technology release of 2026, pairing a conversational AI assistant with a redesigned interface …
Envestnet Builds AI Into Advisor Workflow With Platform Update Read More BERWYN, PA — Envestnet is tightening integration across its Tamarac wealth-management platform in its third technology release of 2026, connecting trading data directly with its CRM while expanding reporting, financial-planning, …
Envestnet Deepens Tamarac Integration With Third 2026 Update Read More BERWYN, PA — Envestnet agreed to acquire Vestmark in a deal that would add a portfolio-management and trading platform supporting more than $2 trillion in assets and over 5 million …
Berwyn’s Envestnet to Buy $2 Trillion WealthTech Platform Read More BERWYN, PA — Envestnet is increasing its technology investment in Tamarac by 2.5 times with a $35 million funding push focused on artificial intelligence, reporting and portfolio-management tools, accelerating a …
Envestnet Boosts Tamarac Investment in $35 Million AI Push Read More BERWYN, PA — Envestnet Inc. has expanded its alternative investment research platform by introducing analyst-approved interval funds, a move aimed at helping financial advisors evaluate private market investments as demand …
Envestnet Expands Private Markets Research for Advisors Read More BERWYN, PA — Envestnet (NYSE: ENV) has expanded its relationship with Vanguard to integrate the investment firm’s Advisor’s Alpha framework into Envestnet’s wealth management platform, broadening financial advisors’ access to …
Envestnet, Vanguard Expand Tax-Aware Investing Partnership Read More BERWYN, PA — Envestnet and SUBSCRIBE have formed a partnership that integrates private-market investment workflows into Envestnet’s portfolio management ecosystem, reflecting the wealth management industry’s push to make alternative investments …
Envestnet, SUBSCRIBE Link Platforms to Expand Alts Access Read More