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Envestnet’s new Insights Solution provides a look into client spending to surface new planning opportunities.August 6
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The company’s new suite of APIs is designed to help firms develop technology with its data, but they aren’t the only player using data to conquer advisor fintech.June 27
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The company is known for helping fintechs connect to banks and wealth management firms. Now it wants to help the firms catch up.May 19
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Amid the coronavirus pandemic and lockdowns, advisors are relying on the firm’s technology more than ever.May 14
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The technology provider has become a leading data aggregator. But questions have surfaced about its use of customer data.January 17
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Jud Bergman grew the largest TAMP from a startup to one of the leading firms in the industry, driving the profession forward, mourners say.October 4
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FinApps has filed a lawsuit that claims the data aggregator swiped its proprietary software, according to its lawyer Marc Kasowitz.August 7
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The restructuring comes as a competitor enters wealth management data aggregation.January 15
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The tech giant's data division rolls out new apps for clients — and links to Alexa.May 17
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The technology platform powerhouse is betting on integration, but competitors eye disruption.May 14
