envestnet has been on an acquisition and integration tear of late, recently buying charles schwab’s portfoliocenter and entering a strategic relationship with blackrock in late 2018, but this deal is different, said ceo jud bergman. bergman likened the purchase of moneyguidepro to its purchases of yodlee in 2015 and tamarac in 2012, a true strategic acquisition. this is a company that we identified five years ago would be the financial planning capability of choice,” he said.
leal will assume the role as ceo of envestnet | moneyguide and continue in his role as cto, reporting to envestnet ceo bergman. envestnet’s acquisition will make the firm a leading provider of both goals-based and cash flow-based financial planning (the firm acquired finance logix in 2015; terms were not fully disclosed in that deal). “we want the experience for the user of emoney to be as robust and seamlessly integrated as the user of moneyguide is going to have,” he added, addressing cases where advisors might be using both emoney and moneyguidepro. we believe in it.” dynasty financial partners, a client of envestnet, called the deal “fantastic and significant news for independent advisors,” according to a statement from shirl penney, president and ceo of the network.
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