R4 2024 goes live for Envestnet users on Friday, May 16th, 2025 after-hours. On Nov. 13, you will receive a recording of the presentation in your inbox.
PRESENTATION RECORDING
Envestnet R4 2024 Technology Enhancement Call
R4 2024 goes live for Envestnet users on Friday, May 16th, 2025 after-hours. On Nov. 13, you will receive a recording of the presentation in your inbox.
Need a refresh of R3 2024? Before you watch our presentation recording for our second release training of the year, take a moment to review the previous release's technology enhancements.
5 highlights from R4 2024 that we think might interest you. This release came with some exciting enhancements to round out the year. We hope you enjoy all of these and more, coming in 2025.
R4 2024 is live for Envestnet users November 15th, 2024 after-hours. Watch our release presentation to learn more in-depth about these exciting new features.
Accounting for unsupervised securities is crucial. Recent enhancements provide an updated view of these securities in reports.
The Envestnet platform generates alerts for model investment policy exceptions, prompting necessary corrective actions. Each alert details impacted models, allowing advisors to follow firm procedures and filter by Exception Type
The platform alerts users about significant cash raises and enforces thresholds to maintain minimum cash values. This system balances flexibility and security, ensuring faster fund access for all parties.
The document now includes a comprehensive overview and new pages for financial data, such as Past Performance Analysis and Investment Growth. Advisors can generate it from the proposal’s Summary page and within the strategy modification workflow.
The latest release expands configuration options for sleeve guided functionality, allowing more accounts to manage cash flows in service requests.
