Daily Stock Analysis, ENV, Envestnet Inc, priceseries

Envestnet, Inc. engages in the provision of integrated portfolio, wealth management technology, practice management and reporting solutions to financial advisors and institutions. Its web-based platform, Tamarac, helps to unify portfolio management, modeling, rebalancing, trading, billing and reporting with a client portal and enterprise-level client relationship management system. The company's wealth management software empowers advisors to manage their practice and advise their clients on financial planning, capital markets assumptions, asset allocation guidance, research and due diligence on investment managers and funds, portfolio management, trading and rebalancing, multi-custodial, aggregated performance reporting, and billing calculation and administration. Its portfolio management consultants PMC group engages in consulting services and provides proprietary investment solutions and products to financial advisors. The PMC group also offers prima premium research, including institutional-quality research and due diligence on investment managers, mutual funds, ETFs and liquid alternatives funds; and investment solutions and products, including managed account and multi-manager portfolios, mutual fund portfolios and exchange traded fund portfolios. Its integrated and Internet-based technology applications platform, Advisor Suite, provides portfolio diagnostics, proposal generation, investment model management, rebalancing and trading, portfolio performance reporting and monitoring solutions, billing, and back-office and middle-office operations and administration. The company was founded by Judson Taft Bergman, James Winfield Lumberg and Brandon Rockwell Thomas in 1999 and is headquartered in Chicago, IL.

Envestnet, Inc., together with its subsidiaries, provides financial and wealth management software and services in the United States and internationally. It operates through Envestnet and Envestnet Yodlee business segments. The company's product and services suites include Envestnet Enterprise, which provides an end-to-end open architecture wealth management platform, and sells data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet Tamarac that provides a portfolio of accounting, rebalancing, trading, performance reporting, and client relationship management software, primarily to high-end registered investment advisers; Envestnet Retirement Solutions (ERS), which offers a suite of services for advisor-sold retirement plans; and Envestnet PMC (Portfolio Management Consultants) that provides research due diligence and consulting services to assist advisors in creating investment solutions for their clients, and patented portfolio overlay and tax optimization services. The company also provides Envestnet Yodlee data aggregation and data analytics platform, which offers cloud-based innovation for digital financial services. Envestnet, Inc. serves banks, wealth management and brokerage firms, Internet services companies, and other financial institutions. The company was founded in 1999 and is headquartered in Chicago, Illinois.