Envestnet R2 2024 Technology Enhancement Call

Need a refresh of R1 2024? Before you join our second release training call of the year, take a moment to review some of our previous release enhancements.

R1 2024 Featured Enhancements
Review the Release Highlights from R1 2024 in the Help Center

Platform & Portals

• Envestnet Client Portal
• Mobile app offers more pages and features
• Add branding to client portal URL and sign-in experience
• Include category-level and allocation-weighted benchmarks in client portal pages
• Include non-taxable accounts in Realized Gains/Losses reporting

Account Services & Billing

• View the Platform Distribute Fee
• Disable and Enable Bulk Trade Holds
• Find 12b1 Rebates by CUSIP

Portfolio Construction

• Model Risk Display Improvements  
• Updates to Documents and Document Preferences  
• Streamlined Search Functionality  
• Tax Management Workflow Enhancements  
• Optional Investment Policy Enhancements  

Portfolio Management

• Integrated Product Analytics in Model Building

Portfolio Accounting

• Benchmark Customization Permissions
• Data Feed Updates
• Independent Statement Template Creation