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:
Curated eLearning Videos: see below to learn more about this release's features. Jump to it
Interactive Microapp Experience: Access all of your resources for R3 in one place. Jump to it
R4 2025 Advisor Update: Get right to the highlights from this release. Jump to it
Stay ahead of industry trends, gain actionable insights, and be the first to access thought leadership and innovations shaping the future of wealth management.
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.
Join our WealthTech Newsletter to stay on top of all the exciting technology advancements in the Envestnet ecosystem, industry news, and more.
Bhaskar Peddhapati joins to lead our AI-driven transformation and accelerate innovation across our wealth management technology platform.
Learn how you can build trust, ensure compliance, and personalize your brand using these strategies.
Are you prepared for the increased demand for personalized solutions? Our Co-CIO Dana D’Auria breaks down the need for personalization at scale
Thank for being a valued Envestnet client. We look forward to building more highly valuable enhancements in Q1 2026.
