Highlights from this release

We're again excited to bring Envestnet platform users even more valuable technology enhancements focused on helping our Financial Advisors, Home Office Sponsors, and various other wealth management professionals provide high-quality financial advice to clients.
 

Here's what we've got coming for you this quarter to help you make the most of our platform:

Take a quick look at our release highlights for R2:

1. Envestnet University enhancements
2. Risk Tolerance Questionnaire (RTQ) integration with Unified Client Portal
3. Submit sleeve guided Dollar-Cost Averaging (DCA), Systematic Withdrawal (SW), and Release Funds service requests for accounts in shared models
4. Prevent all cash models in proposal and strategy modification workflows
5. Alert advisors and money managers to act on mutual fund buy rejections
6. Unbundle funds assigned to a custom style at the firm level
7. Smarter custodian selection for Insurance Exchange proposals
8. Wealth Data Platform: New features and enhancements

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

Introducing an interactive experience to our release support

This microapp looks like a PowerPoint, but works like a mini-website with clickable buttons, videos, and pop-ups to learn more about certain topics.

Take a peak and read more into how our second technology release works towards our mission.

Watch the full Release Presentation for R2

R2 goes live in your Envestnet Platform on Friday, May 16th after-hours. If you have any questions about individual enhancements, please reach out to your Home Office staff or Envestnet Representative.

Use the chapters in the video's progression bar to jump to a section that interests you most.