Our latest technology updates went live on the Envestnet platform in August, featuring hundreds of improvements intended to enhance the user experience, based on feedback from many of you. We’re excited to help you more efficiently deliver advice and provide more personal service, strengthening your client relationships and enhancing the value you already provide.
Our third release of the year is just around the corner, so we encourage you to review some of the key changes we’ve made before the next update rolls out on December 9, 2019.
You can benefit from enhanced research visibility & access.
The layout of the Research Center has been reorganized to enable you to more effectively navigate and review product details and utilize research features. Most notably, the Research Center view has been renamed “All Investments,” and a new Strategists explorer page is now available. Within the Strategists page, you can view Investment Suite details and access content and details that are specific to a group of investments.
In addition, a new Tools section is available, consolidating various research features, such as product favorites, the Digital Portfolio Consultant, the Portfolio Analyzer, and the Protection Questionnaire.
You can leverage new Investment Strategy Proposal content.
The Envestnet Proposal generation process updates include new content that will better leverage the proposal output as a sales tool. With more than 30 new pieces of content now available in proposal documentation, you can provide clients with relevant value-added materials on topics such as behavioral finance, portfolio construction, investing strategies, and economic and capital market updates.
Additional updates include:
- Enhanced controls for creating and maintaining Managed Overlays
- Continued development of bulk account servicing and maintenance controls
- A client-level financials view that incorporates liabilities and other assets to provide a more comprehensive net worth presentation
Get Started Today
If you have general questions or comments about the Envestnet platform or would like to submit requests for future enhancements, contact Envestnet Platform Support.
Our previous – and first – release of 2019 covered 550 enhancements, which included new platform technology integrations and general improvements. Details are available here.
The information, analysis and opinions expressed herein are for informational purposes only and do not necessarily reflect the views of Envestnet. These views reflect the judgment of the author as of the date of writing and are subject to change at any time without notice. Nothing contained in this piece 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.