Manulife Wealth Completes Technology Migration in its Ongoing Commitment to Transform the Advisor and Client Experience [Yahoo! Finance]
Envestnet, Inc (ENV)
Last envestnet, inc earnings: 2/20 04:05 pm
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US:NYSE Investor Relations:
investor.envestnet.com/investor-overview
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Source: Yahoo! Finance
Wealth advisor platform to uniFide ® , Fidelity Clearing Canada ULC's (FCC) leading advisor technology and back- office operations platform. As part of its goal to become the leading provider of wealth management solutions to Canadians, Manulife Wealth has empowered advisors with new tools and resources to deliver an even better experience for their clients. All Manulife Wealth advisors are now operating in the new FCC environment and have access to a comprehensive suite of digital tools which enables them to streamline their processes by digitizing administrative tasks to improve their efficiency, freeing up more time for even more meaningful client conversations and growing their businesses. In addition to this important upgrade to the platform for advisors and their clients, Manulife Wealth also completed the launch of enhanced portfolio management and trading tools through a partnership with Envestnet. This new technology will bring robust client reporting, efficient workflow
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News
- Sanctuary Wealth Commences Next Stage of Digital Strategy with Appointment of Robert Coppola As Chief Technology Officer [Yahoo! Finance]Yahoo! Finance
- Causeway Capital Management Named 2024 Asset Manager of the Year by Envestnet [Yahoo! Finance]Yahoo! Finance
- Causeway Capital Management Named 2024 Asset Manager of the Year by EnvestnetPR Newswire
- Envestnet (ENV) Surpasses Q1 Earnings Estimates, Gains 5% [Yahoo! Finance]Yahoo! Finance
- Wealth Industry's Premier Advisor Tech Conference - Envestnet Elevate 2024 - Kicks off in Phoenix [Yahoo! Finance]Yahoo! Finance
ENV
Earnings
- 5/7/24 - Beat
ENV
Sec Filings
- 5/10/24 - Form 8-K
- 5/8/24 - Form 10-Q
- 5/7/24 - Form 8-K
- ENV's page on the SEC website