Inactive Instrument

Highlights Envestnet, Inc.

Stocks

ENV

US29404K1060

Software

Highlights

09-17	Envestnet Announces Enhancements to Wealth Data Platform with Expanded Benchmarking, Advisor Opportunity Intelligence, and New Portfolio Insights	CI
09-15	Envestnet Strengthens Wealth Management Platform With New Interactive Dashboard, UMP Configuration Tools, And Expanded Widget Library	CI
09-15	Envestnet Announces Enhancements To Tamarac Platform As Part Of R3 2026 Release	CI
09-15	Envestnet Announces Enhancements To MoneyGuide Platform With Further Planning Updates	CI
09-09	Envestnet, Inc. entered into a definitive agreement to acquire Vestmark, Inc.	CI
09-03	Envestnet Introduces Report Studio, Expands Custom Model Solutions, And Integrates MoneyGuide Into Tamarac Platform	CI
07-10	TAPP Engine, Inc. and Envestnet, Inc. Enhances Digital Wealth Experiences for Credit Unions and Community Banks with Activepassive ETF Model Portfolios	CI
07-09	Envestnet, Inc. and Vanguard Group, Inc. Collaborate to Deliver Tax-Efficient, Advisor-Centric Investment Solutions	CI
06-10	Subscribe and Envestnet Establish Strategic Partnership to Incorporate Alternatives Within Unified Managed Accounts	CI
05-20	Baird Partners with Envestnet to Accelerate Next-Gen Wealth Experience	CI
05-20	Osaic Strengthens Partnership with Envestnet to Unify the Wealth Management Experience for Advisors	CI
05-19	Envestnet Unveils AI-Driven Enhancements and Accelerates Financial Planning Integration for Advisors on Its Wealth Management Platform	CI
05-19	Envestnet Introduces New Enhancements at Elevate 2026	CI
05-19	Envestnet Unveils Trading, Reporting, and Technology Enhancements to Its Tamarac Platform, Live from the Mainstage At Elevate 2026	CI
05-19	Envestnet Expands Alternative Investment Access and Enhances Platform Flexibility	CI
05-19	Envestnet Enhances Wealth Data Platform with New Ai Explainability, Workflow Explainability, and Advisor Decisioning Capabilities At Elevate 2026	CI
04-15	ICapital and Envestnet Expand Strategic Partnership to Incorporate Alternatives and Structured Investments Within Unified Managed Accounts	CI
03-23	Envestnet Introduces New Enhancements To Tamarac Platform	CI
03-16	Envestnet Integrates Interval Funds Directly into Unified Managed Account Platform	CI
03-09	Envestnet Announces Rollout of Dash Solution and Enhancements to MoneyGuide	CI
03-05	Envestnet Unveils Series of Platform Enhancements as Part of First Platform Release of 2026	CI
01-06	Envestnet Debuts Video Series Spotlighting the Forces Driving WealthTech Innovation & Industry Evolution	CI
12-22	Envestnet Unveils Fourth Quarter Tamarac Platform Enhancements, Accelerating Advisor Efficiency, Security & Client Experience	CI
12-11	Envestnet Announces the Rollout of Its Fourth Quarter Platform Technology Updates Designed to Deliver Greater Flexibility, Customization, and Efficiency for Financial Advisors	CI
25-10-28	Envestnet Launches Manager Models with Interval Funds Available from Blackrock & Franklin Templeton	CI