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Wealth Management & Financial Wellness Provider Envestnet Announces Expansion of Annuity Program on Insurance Exchange
March 17, 2021 @ 1:27 pm By Samantha Hurst
Envestnet, Inc. (NYSE: ENV), a provider of intelligent systems for wealth management and financial wellness, announced on Wednesday it has expanded its
Variable Annuity Program to become the
Envestnet Insurance Exchange, powered by
Fiduciary Exchange, LLC (FIDx).
According to Envestnet, the Envestnet Insurance Exchange provides end-to-end management of annuity solutions within the Envestnet platform. Upon completion of the onboarding process to the Envestnet Insurance Exchange, advisors will be able to plan, research, propose, open, and actively manage annuities from leading carriers. The technical and feature enhancements advisors will receive through the upgrade include the following:
Envestnet Expands Variable Annuity Program on Envestnet Insurance Exchange
Insurance Exchange Combines Technology, Data & Service to Deliver Annuities Made Easy to Envestnet-Empowered Advisors
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CHICAGO, March 17, 2021 /PRNewswire/ Envestnet, Inc. (NYSE: ENV) announced today that its Variable Annuity Program is being expanded to become the Envestnet Insurance Exchange, powered by Fiduciary Exchange, LLC (FIDx). This innovation provides access to all types of annuities, enabling advisors to deliver fully integrated advice within Envestnet s financial wellness ecosystem. Full integration will be completed by December 31, 2021.
The Envestnet Insurance Exchange provides end-to-end management of annuity solutions within the Envestnet platform. Upon completion of the onboarding process to the Envestnet Insurance Exchange,