Envestnet | MoneyGuide and StratiFi Launch Partnership Aimed at Empowering More Advisors to Improve Clients’ Understanding of Risk
Envestnet, Inc (ENV)
Last envestnet, inc earnings: 2/20 04:05 pm
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Source: Business Wire
SAN FRANCISCO--(BUSINESS WIRE)--Envestnet | MoneyGuide and StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, announced a new integration partnership to empower more advisors to discuss risks just like they discuss goals in the context of a client’s financial plan.MoneyGuide’s leading financial planning software gives advisors the tools needed to help clients create a financial plan that is based on their own life goals. Through this partnership with StratiFi, risk analysis is now amplified within MoneyGuide’s software package.“Understanding risk is an important part of a client's intelligent financial life,” said Tony Leal, President of Envestnet | MoneyGuide. “The synchronization of clients’ risk scores across platforms enhances the planning experience by eliminating redundancy and providing more precise results.”Of all the difficult conversations financial advisors must have with their clients, the conversation about risk can be one of the mos
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News
- Envestnet, Inc. (NYSE: ENV) was upgraded by analysts at StockNews.com from a "sell" rating to a "hold" rating.MarketBeat
- Here's Why Envestnet (ENV) is a Strong Growth Stock [Yahoo! Finance]Yahoo! Finance
- Envestnet, Inc. (NYSE: ENV) had its price target raised by analysts at Royal Bank of Canada from $56.00 to $64.00. They now have a "sector perform" rating on the stock.MarketBeat
- Envestnet, Inc. (NYSE:ENV) Q1 2024 Earnings Call Transcript [Yahoo! Finance]Yahoo! Finance
- Envestnet, Inc. (NYSE: ENV) was upgraded by analysts at Jefferies Financial Group Inc. from an "underperform" rating to a "hold" rating. They now have a $59.00 price target on the stock, up previously from $47.00.MarketBeat
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