Fidelity And Envestnet Expand 20+ Year Partnership To Enhance Wealth And Advisory Solutions; Builds On Success Of Fidelity Managed Account Xchange; Collaboration Manages Over $500B
Portfolio Pulse from Benzinga Newsdesk
Fidelity and Envestnet have expanded their 20+ year partnership to enhance wealth and advisory solutions. This collaboration builds on the success of Fidelity Managed Account Xchange and manages over $500 billion in assets.

June 13, 2024 | 1:03 pm
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POSITIVE IMPACT
Envestnet has expanded its partnership with Fidelity to enhance wealth and advisory solutions, managing over $500 billion in assets.
The expansion of the partnership with Fidelity is likely to positively impact Envestnet by increasing its assets under management and enhancing its service offerings.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
Fidelity has expanded its partnership with Envestnet to enhance wealth and advisory solutions, managing over $500 billion in assets.
The expansion of the partnership with Envestnet is likely to positively impact Fidelity by increasing its assets under management and enhancing its service offerings.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90