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Looking Back at Our Last Release

Need a refresh of R2 2024? Before you join our first release training call of the year, take a moment to review the previous release's technology enhancements.

R2 2024 Featured Enhancements

Platform & Portals

  • Envestnet Client Portal Enhancements ►

Account Services & Billing

  • Update Proprietary Product Investment Policies' Tax Status ►
  • Automate the Liquidate Review Task ►
  • Override Default Tax Harvest Replacements ►

Portfolio Construction

  • UX Enhancements ►
  • Introducing ISP Lite ►
  • Updates to Direct Indexing ►

Portfolio Management

  • Account Registration Labeling Enhancement ►
  • Sleeve Guided Trade Simulation Enhancement ►

Portfolio Accounting

  • Accounting Dashboard ►

Resources for R1 2025

Browse All Resources from R1 2025
  • Replay
    R2 2024 Home Office Enhancement Release Call

     
      
     

    Watch Replay
  • Replay
    R3 2024 Home Office Enhancement Release Call

     
      
     

    Watch Replay
  • Account Services & Billing
    Decide How Investment Policies Count Sleeve Positions

     
      
     

    Watch Now
  • Account Services & Billing
    Select New Advisor Compensation Activity Report Layouts and Groupings

     
      

    Watch Now
  • Account Services & Billing
    Treat Locked Securities as Cash or Positions for Investment Policy Monitoring

     
      
     

    Watch Now
  • Account Services & Billing
    Submit the New Account Requirements and Money Questionnaire Form

     
      
     

    Watch Now
  • Portfolio Construction
    ISP Lite Document Modernization

     
      
     

    Watch Now
  • Portfolio Construction
    Model Building & UX Enhancements

     
      
     

    Watch Now
  • Portfolio Management
    Sleeve-Guided DCA Service Request Enhancement

     
      
     

    Watch Now
  • Portfolio Management
    Sleeve-Guided Systematic Withdrawal Service Request Enhancement

     
      
     

    Watch Now
  • Portfolio Management
    Isolated Sleeve Rebalance Enhancements

     
      
     

    Watch Now
  • Portfolio Management
    Automate Custodial Trade Rejection Process Enhancement

     
      
     

    Watch Now
  • Portfolio Accounting
    Account Reconciliation Dashboard

     
      
     

    Watch Now
R3 2024 is now live for Envestnet Users

R1 2025 Technology Enhancements