The R3 2026 release introduces updates across proposal creation, client planning data, Wealth Trading, Insights dashboards, and more. These enhancements are designed to help advisors and home office teams work more efficiently across key platform workflows.
Discover the highlights from this release below and visit Support & Training in the Envestnet platform to explore every enhancement.
Advisors can upload client PDF statements into this AI-powered proposal workflow to help extract account and holdings information, where it can then be reviewed and validated. This enhancement can help support a faster proposal preparation experience by reducing manual data entry.
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"Building a proposal often starts with gathering and organizing investment data, which can be one of the most time-consuming steps in the process. The PDF holdings extract tool helps advisors quickly transform holdings information from PDF statements into actionable proposal inputs, reducing manual effort and allowing them to focus more time on client conversations and recommendations."
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For firms using MoneyGuide, the client record now includes additional planning details through the MoneyGuide Summary tab, including net worth, asset allocation, and plan summary pages. Move from summary-level views into deeper analysis without leaving the workflow.
R3 2026 includes multi-currency support for Trading and parking sleeves, including trading currency visibility, clearer security identification, native-currency order updates, more precise parking sleeve values, and improved cash tracking.
The release also includes worksheet trading enhancements such as streamlined entry, faster access to tax lot details, smart trade direction updates when editing trade quantities, and additional flexiblity for renaming scenarios.
The Universal Widget Library is expanding to include new key performance indicator widgets for Insights dashboards, including Total Assets, Net Flows, Proposal Pipeline, Total Accounts, and Customer Opportunities.
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Thank for being a valued Envestnet client. We look forward to serving you more highly valuable enhancements in our next release in Q4.
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