On May 20th, we issued our first feature release of 2019 – and our largest to date – covering 550 enhancements, which included new platform technology integrations and general improvements. These updates are intended to improve the user experience across the platform and further our goal of developing a single, integrated platform to help you deliver comprehensive services to drive the financial wellness of your clients.
Below are details on some of the key changes we’ve made.
You can now include the number of rows in your Saved Layouts
Saved Layouts enable you to personalize your experience. In addition to filters, columns, and groupings, you can now also include the number of rows that will be displayed. If you often need to save pages that display a large number of results, like the Research Center, then you’ll find this update particularly useful.
We renamed risk filters and columns for model management
The “Risk Rating” filter is now “Target Risk Rating,” and the “Risk” column is now “Target Risk.” This should provide you with more clarity as you review your models.
You can now save new models as a draft version
If you’re working on a new model that hasn’t yet been finalized, you can now save it as a draft and complete it at a later time. When activated, your draft models will be available in the proposal and goal modification workflows.
Get Started Today
All of these changes, and many more, are already in place, and we encourage you to put them into use. If you have general questions or comments about the Envestnet platform and these enhancements, contact Envestnet Platform Support. If you need assistance leveraging these enhancements or others within your practice, contact an Envestnet Expert.
For further details, view our Release Overview Presentation and read our official announcement. We are committed to continuously enhancing our technology for your benefit – and the benefit of your clients – and we look forward to carrying this momentum into upcoming development cycles as we integrate and build features to help you promote financial wellness.