We're back with more valuable enhancements

This release comes with a number of exciting features geared towards Financial Advisors, Home Office Sponsors, and various other wealth management professionals.
 

Explore a number of resources built specially for you:

imgCurated eLearning Videos: see below to learn more about this release's features. Jump to it

imgInteractive Microapp Experience: Access all of your resources for R3 in one place. Jump to it

imgR4 2025 Advisor Update: Get right to the highlights from this release. Jump to it

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Browse eLearning Resources for R4 2025

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Platform & Portals
Envestnet Client Portal Mobile
 
 
 

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Portfolio Construction
New ISP Modernization: Custom Content
 
 

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Portfolio Management
Protected Cash Release Dates
 
 
 

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Portfolio Management
Sleeve Alternates for 'Closed to New Investor' Sleeves
 
 

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Spotlight

Proposal workflow enhancements to Advisor Traded Sleeves

We're expanding even further on our investment in advisors and their sponsors by offering flexibility options in their proposal workflow. Explore how this enhancement works towards our mission of creating adaptive technology for the modern financial advisor.

Before

Slow, manual, and hard to trust.

Disconnected tools and unclear ownership create drag—teams spend more time managing work than doing it.

  • Before #1 Updates live in too many places—context gets lost.
  • Before #2 More chasing, more meetings, more missed details.
  • Before #3 Process depends on who’s available—and what they remember.
  • Before #4 Growth adds complexity faster than the team can adapt.
New• R2 2026

Clear value, faster outcomes.

Turn complexity into a confident, repeatable workflow—so teams ship faster and customers feel the difference.

  • After #1 Guided setup that gets users to “aha” in minutes—not days.
  • After #2 Instant status, ownership, and next steps—no hunting for updates.
  • After #3 Consistent quality with smart defaults and automation that scales.
  • After #4 Modern UI polish that boosts confidence and drives adoption.

R4 2025 Microapp: Release support in one place

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. Microapps look like a PowerPoint, but work like a mini-website with clickable buttons, videos, and more to learn about each highlighted feature from R4.

Take a peak and see how this technology release aims to help you in your day-to-day workflows.

 

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PRESS RELEASE

Envestnet, Inc. Appoints Bhaskar Peddhapati As Chief Technology Officer To Accelerate Innovation And AI-Driven Transformation

Bhaskar Peddhapati joins to lead our AI-driven transformation and accelerate innovation across our wealth management technology platform.

 
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BLOG

A guide to financial advisor marketing strategies

Learn how you can build trust, ensure compliance, and personalize your brand using these strategies.



 

 
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WHITEPAPER

Unlocking Personalization at Scale to Better Help Serve Clients Today and Tomorrow

Are you prepared for the increased demand for personalized solutions? Our Co-CIO Dana D’Auria breaks down the need for personalization at scale
 

 
Learn More

Thank for being a valued Envestnet client. We look forward to building more highly valuable enhancements in Q1 2026.

The services and materials described herein are provided on an 'as is' and 'as available' basis, with all faults. The graphical illustrations herein do not represent client information or actual investments. Nothing contained herein is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Envestnet disclaims all warranties, express or implied, including, without limitation, warranties of merchantability or fitness for a particular purpose, title, non-infringement or compatibility.
 

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This document refers to information products or services that may be in development and not yet available. Accordingly, nothing in this presentation should be construed as a representation or legal agreement by Envestnet to make available specific products or services (including, without limitation, concepts, systems or techniques.)
 

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