Highlights from this release

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

Explore a number of resources built specifically for you:

imgAvailable Now! Curated eLearning videos - see below to learn more about this release's features.

imgAvailable 2/12: Our full release presentation for Home Offices

imgAvailable 2/10: The R1 2025 Advisor Update

Take a quick look at our release highlights for R1:

  1. Enhanced approval workflow for annuity-based Strategy Modifications
  2. Modify GTC trade orders despite negative cash issues
  3. New monitoring for prolonged trade holds
  4. New pages, functionality, and French language options in the ISP Lite document
  5. Restore trades on the Wealth Trading platform when their status is Upload Failure
  6. Simplify tax harvesting with multi-harvest trade simulations
  7. Use protected cash first when funding systematic withdrawal plans
  8. Wealth Data Platform: New features and enhancements for 2.2 release

To learn more, visit the Envestnet Help Center, or speak with your firm's Back Office Support staff.

Browse eLearning Resources for R1 2025

image

Platform & Portals
Envestnet Client Portal Enhancements
 
 

Watch now arrow-img
image

Account Services & Billing
Trade Hold Monitoring Investment Policy
 
 

Watch now arrow-img
image

Portfolio Construction
ISP Lite Document Modernization
 
 

Watch now arrow-img
image

Portfolio Management
Tax Harvest Simulation Enhancement
 
 

Watch now arrow-img

Watch the Release Highlights Demo from R4

James Thomas, Sales Engineer @ Envestnet, takes us through some of our most highly valuable enhancements from our last release of 2024, and showcases how you could use them to your advantage.

Our latest R1 2025 Release Highlights Demo is coming shortly after R1 goes live on 2/14!
 

The R1 2025 Release Enhancements Presentation is Ready 

Watch as our Senior Platform Training Consultant, Joe Lasquite, breaks down the enhancements we brought to you in R1.

Explore more

PRESS RELEASE

Envestnet Accelerates Product Enhancments and Builds Out Distribution Capabilities to Drive Advisor Growth in High-Net-Worth Market Segment

Envestnet's latest research sheds light on the strategies and solutions that can help advisors better serve HNW clients and grow their practices.

 
Learn More
BLOG

Introducing our final Wealth Management Platform release of 2024

Check out these quick highlights from our final product release of 2024.



 

 
Learn More
RELEASE NOTES

Our Latest Release Notes

Want to take a deep dive in the release notes? Click here to explore the release notes in their entirety.
 
 
 
 
 
 

 
Learn More

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

The services and materials described herein are provided on an 'as is' and 'as available' basis, with all faults. The graphical illustrations herein do not represent client information or actual investments. Nothing contained herein is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Envestnet disclaims all warranties, express or implied, including, without limitation, warranties of merchantability or fitness for a particular purpose, title, non-infringement or compatibility.
 

Envestnet makes no representation or warranties that access to and use of the internet while utilizing the services as described herein will be uninterrupted or error-free, or free of viruses, unauthorized code or other harmful components. Envestnet reserves the right to add to, change, or eliminate any of the services and/or service levels listed herein without prior notice to the advisor or the advisor´s home office.
 

This document refers to information products or services that may be in development and not yet available. Accordingly, nothing in this presentation should be construed as a representation or legal agreement by Envestnet to make available specific products or services (including, without limitation, concepts, systems or techniques.)
 

© 2008 - 2025 Envestnet. All rights reserved. Past performance is not indicative of future results.