Recent events
Recent events tied to this brand in public sources.
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2026
Morningstar Wealth to distribute Public/Private Select Series model portfolios through Envestnet
On 6 October 2026, Morningstar Wealth announced it would distribute its Morningstar Public/Private Select Series model portfolios through Envestnet, with initial availability planned for October 2026. Advisors on Envestnet's enterprise platform will be able to use the models through its Fund Strategist Portfolios program; Morningstar Wealth keeps responsibility for asset allocation, manager selection, portfolio construction and ongoing oversight, while Envestnet provides the technology that puts the models into client accounts.
2022
MaxMyInterest and Envestnet roll out an integration update
MaxMyInterest and Envestnet rolled out an update to their Envestnet | MoneyGuide integration, providing advisors and client service teams increased visibility of clients' held-away cash balances.
2021
AIG Advisory annuities become available through FIDx and Envestnet platforms
Envestnet and FIDx announced that AIG Life & Retirement annuity solutions were available through their integrated platform, including the Envestnet Insurance Exchange, Envestnet | MoneyGuide, and Halo platforms, as well as FIDx's Protection Intelligence platform.
2021
Envestnet and Practifi expand partnership and integrate platforms
Envestnet announced that it had expanded its partnership with Practifi, with Practifi and Envestnet's unified advice platform now fully integrated.
2021
Envestnet announces acquisition of Harvest Savings & Wealth Technologies
Envestnet announced its acquisition of Harvest Savings & Wealth Technologies. The acquisition gives Envestnet ownership of Harvest's automated micro-savings and digital account-opening technology; the deal terms were not disclosed.
2020
Vestwell and Envestnet partner on retirement plan solutions
Vestwell announced a partnership with Envestnet. Through the collaboration, Vestwell advisors can access Envestnet's 3(38) investment management services, while Vestwell handles recordkeeping and administration.
2020
Envestnet and Yodlee sued in data privacy class action
Envestnet and its subsidiary Yodlee were sued in a class-action complaint. The plaintiff alleged that they failed to protect consumer data by selling and sharing it via unencrypted files; the allegations are not stated as findings.
2020
TruChoice launches Envestnet Insurance Exchange
TruChoice launched the Envestnet Insurance Exchange, an insurance network providing access to insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform.
2020
Envestnet invests in Dynasty and announces Advisor Services Exchange
Envestnet made a minority investment in Dynasty Financial Partners and announced the Advisor Services Exchange, through which Envestnet clients can access some of Dynasty’s business development services. The firms did not specify when the exchange would launch.
2019
Envestnet | Tamarac introduces PortfolioCenter improvements
Envestnet | Tamarac introduced improvements to PortfolioCenter covering account transfers, data exports and billing summary reports. The changes include bulk account transfers, masking certain account details in the export wizard, and adding current portfolio value to billing summary reports.