PR Newswire
CHICAGO, March 20, 2018
CHICAGO, March 20, 2018 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) received three 2018 Family Wealth Report Awards at an awards dinner held at the Mandarin Oriental in New York City on March 8, 2018. The firm won in the Portfolio Management category for the Tamarac Reporting™ application and in the Innovative Investment Solution of the Year category for Envestnet's award-winning Quantitative Portfolios. James Lumberg, Co-Founder and Executive Vice President at Envestnet, was also honored in the Leading Individual category.
"Envestnet is committed to advancing the industry with unified technology," said Jud Bergman, Chairman and CEO of Envestnet. "We are proud to be recognized for our industry-leading wealth management platform, our unique investment solutions and the outstanding leadership driving our business. These awards reflect a firm that is dedicated to continuously enhancing product offerings in order to help advisors manage client outcomes and strengthen their practices."
Envestnet won Family Wealth Report Awards in the following categories:
Now in its fifth year, the Family Wealth Report Awards recognize companies, teams and individuals from the global private banking, wealth management and advisor communities that have demonstrated innovation and excellence during the previous calendar year. An expert panel of judges was drawn from both private banks and trusted advisors/consultants to the sector.
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 59,000 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.
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SOURCE Envestnet, Inc.
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