We're back with more valuable enhancements

This release comes with a number of exciting features geared towards Financial Advisors, Home Office Sponsors, and various other wealth management professionals.
 

Explore a number of resources built specially for you:

imgCurated eLearning Videos: see below to learn more about this release's features. Jump to it

imgInteractive Microapp Experience: Access all of your resources for R1 in one place. Jump to it

imgR1 2026 Advisor Update: Get right to the highlights from this release. Jump to it

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R1 goes live in

Days
Hours
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Browse eLearning Resources for R1 2026

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Platform & Portals
Envestnet Client Portal Enhancements: Net Worth
 
 

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Account Services & Billing
Limit Advisor-Traded Sleeve Allocations in UMAs
 
 

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Account Services & Billing
Convert a Custodian Integrated Systematic Withdrawal to Sleeve Guided
 

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Portfolio Construction
New ISP Customization Content
 
 
 

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Portfolio Management
Trade Sleeves in Wealth Trading
 
 
 

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Spotlight

Proposal workflow enhancements to Advisor Traded Sleeves

We're expanding even further on our investment in advisors and their sponsors by offering flexibility options in their proposal workflow. Explore how this enhancement works towards our mission of creating adaptive technology for the modern financial advisor.

Before

Slow, manual, and hard to trust.

Disconnected tools and unclear ownership create drag—teams spend more time managing work than doing it.

  • Before #1 Updates live in too many places—context gets lost.
  • Before #2 More chasing, more meetings, more missed details.
  • Before #3 Process depends on who’s available—and what they remember.
  • Before #4 Growth adds complexity faster than the team can adapt.
New• R2 2026

Clear value, faster outcomes.

Turn complexity into a confident, repeatable workflow—so teams ship faster and customers feel the difference.

  • After #1 Guided setup that gets users to “aha” in minutes—not days.
  • After #2 Instant status, ownership, and next steps—no hunting for updates.
  • After #3 Consistent quality with smart defaults and automation that scales.
  • After #4 Modern UI polish that boosts confidence and drives adoption.

R1 2026 Microapp: Release support in one place

All of your Envestnet platform release resources have been compiled into one, interactive experience, to help you understand which features and platform areas received enhancements this quarter.

Microapps look like a PowerPoint, but work like a mini-website with clickable buttons, videos, and more to learn about each highlighted feature from R1.

Take a peak and see how our first technology release of 2026 aims to help you in your day-to-day workflows.

 

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PRESS RELEASE

Envestnet Debuts Video Series Spotlighting the Forces Driving WealthTech Innovation & Industry Evolution


Inside WealthTech Brings Listeners Inside the Conversations Shaping WealthTech's New Wave
 

 
BLOG

Dispelling 4 common objections about Unified Managed Accounts


There are 4 major reasons why advisors hesitate to adopt UMAs. See how Envestnet is helping advisors overcome these concerns to take advantage of Unified Managed Account benefits.

 
ANALYST REPORT

Envestats - Advisor Fees


Envestat is our regularly published insights report, delivering business intelligence direct from the industry's largest wealth data platform.

 

 

Thank for being a valued Envestnet client. We look forward to serving you more highly valuable enhancements in our next release in Q2.