On February 14th, we issued our first feature release of 2020. To start the year off, we focused on making improvements that you specifically requested. We hope this will help streamline your user experience and positively impact your day-to-day interaction with our platform.

Learn more about the updates in this release below, and connect with us on Twitter and LinkedIn for continued details about what we’re working on.

1. Single Sign-On Arrives for Tax Estimator

You’ve been asking for single sign-on (SSO) capability for BlackRock’s Tax Estimator tool, and we’ve made it happen. Subscribers to Advisor Center and the Tax Estimator tool are now able to SSO to Tax Estimator directly from the “Positions” or “Properties” tab on the Advisor Model page (where the estimated capital gain opportunities for the model positions are displayed).

2. Envestnet Insurance Exchange is Undergoing Continued Enhancements

The Insurance Exchange launched in 2019 and has been continually evolving to better serve you and your clients. The latest enhancements include improved usability when executing annuity in-force transactions and updated disclosure language for Annuity Investment Strategy Proposal (ISP) documents, ensuring better adherence to legal and compliance requirements. In addition, we have updated the documentation for the Statement of Insurance Selection.

3. You Can More Easily View the Next Rebalance Date for Your Accounts

You now have the ability to see the next rebalance date for your accounts. The field will display if the rebalance frequency is set, and it will provide the same information as in the Trade Generation dashboard.

Additional Customization Options and Functionality

There’s more! We’ve made several updates for improved functionality, as well as to offer additional customization for client-facing materials:

  • You can add a different logo to on-demand Investor Statement reports to differentiate them from the Quarterly Performance reports that are automatically generated.
  • You have additional options enabling you to add your own unique name and branding to your Client Portal.
  • The Client Portal offers more customizable Envestnet | MoneyGuide sharing options you can provide to your clients.
  • You can use security lists to determine product availability.

For more detailed information about this release, please review our Advisor and Strategic Updates.

Get Started Today

As always, thank you for your feedback. We hope that you’ll find these updates to be beneficial, helping you to more efficiently and effectively leverage our platform for your business and to provide value to your clients.

If you need assistance leveraging these enhancements or others within your practice, contact an Envestnet Expert.

If you have general questions or comments about the Envestnet platform or would like to submit requests for future enhancements, contact Envestnet Platform Support.

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.

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