Our latest technology release went live on November 16th. As always, our updates align with our Strategic Roadmap, as we remain focused on the future and providing the services you need to support your clients and grow your practice.
What’s new this time?
Fundamental changes to the Research Center, one of the core functions of the Envestnet platform. On the front end, expect some changes to naming conventions. For example, as of 11/16, you’ll see “All Solutions” versus “Investment Solutions.” Why? Because we’re adapting our platform to include solutions across the full breadth of our financial wellness network.
Similarly, we’re expanding our back-end capabilities to scale for additional types of research, covering new topics such as insurance products and alternative investments. Down the road, this research will be critical in helping you make more informed decisions as you support your clients on their journeys to financial wellness. You will be able to locate this research under “Investment Research” in the near future.
We’ve been looking for ways to increase efficiencies on the Envestnet platform so that you can focus on serving your clients. We made updates to Proposals & Goal Modification, Platform Usability, Account Service & Administration, Research, Trading, and Performance Reporting. More detail on these specific changes can be found in our Advisor Update.
Depending on your use of the Envestnet platform, additional changes that occurred during the release may not be found within the Advisor or Strategic Updates. Contact your Envestnet Enterprise or Regional Consultant for more information.
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.