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:
Curated eLearning Videos: see below to learn more about this release's features. Jump to it
Interactive Microapp Experience: Access all of your resources for R1 in one place. Jump to it
R1 2026 Advisor Update: Get right to the highlights from this release. Jump to it
Stay ahead of industry trends, gain actionable insights, and be the first to access thought leadership and innovations shaping the future of wealth management.
Platform & Portals
Envestnet Client Portal Enhancements: Net Worth
Account Services & Billing
Limit Advisor-Traded Sleeve Allocations in UMAs
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.
Join our WealthTech Newsletter to stay on top of all the exciting technology advancements in the Envestnet Ecosystem, industry news, and more.
Inside WealthTech Brings Listeners Inside the Conversations Shaping WealthTech's New Wave
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.
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.
