R3 2025 delivers improvements across proposal management, client insights, trading accuracy, and overall platform performance. These updates are built to offer greater flexibility, control, and operational efficiency for both advisors and sponsors managing client portfolios.
This release, we've gone even further in our efforts to provide you valuable resources built specifically for you:
Curated eLearning Videos: see below to learn more about this release's features. Jump to eLearning
Full Release Presentation: Coming Wednesday, 8/20. Jump to release presentation
Interactive Microapp Experience: Access all of your resources for R3 in one place. Jump to microapp
R3 2025 Advisor Update: Get right to the highlights from this release. Jump to Advisor Update
Enhancement Highlight: Check in on our ISP Lite Document modernization progress. Jump to the doc
Release Quiz: Test your knowledge of R3's highlights in the just-for-fun quiz below. Jump to quiz
To learn more or receive support, visit Envestnet Support & Training in our platform, reach out to Service@Envestnet.com or speak with your Envestnet Representative.
We embarked on a mission to modernize the Investment Strategy Proposal Lite document to help advisors be more efficient and allow you to better communicate with your clients.
MICROAPP
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.
Take a peak and see how our third technology release aims to help you in your day-to-day workflows.
Look for the R3 2025 release to go live in the platform on Friday, August 22nd after-hours.
Test your knowledge of our latest enhancements and get access to our latest Advisor Update at the end.
You've demonstrated excellent knowledge of our platform enhancements.
Skip the jargon and get right to the highlights of this release. Download our latest Advisor Update for R3 2025 and reach out to your Envestnet Representative or customer service for any help you need.
Get the highlights nowWealthbox is excited to announce a new integration with Envestnet, infusing powerful investment management capabilities directly into advisors’ Wealthbox CRM platform.
The right marketing strategy can give advisors an edge over their competitors as they seek to grow their client bases, strengthen existing client relationships, and secure their practices’ future.
Blake Wood, Head of Platform Strategy for Envestnet discusses how advances in artificial intelligence assist with personalized financial planning in ways that can grow an advisor’s business.
Thank for being a valued Envestnet client. We look forward to serving you more highly valuable enhancements in our next release in Q4.
