Have you noticed any changes within the Envestnet platform? Aligning with our Platform Roadmap, our latest release is now live!

With these updates, we’re continuing to deliver on our vision of enabling you to offer financial wellness as an actual service, optimize the client experience with unparalleled personalization, and capitalize on the flexibility to meet your clients’ evolving needs throughout their entire financial lives.

The Latest Enhancements

This release focused on five key platform components: Usability, Proposals and Goal Modifications, Trading, Account Service and Administration, and Performance Reporting.

We’ve added additional security to help safeguard your clients’ personal information, given you more control over your account management, and implemented changes to help you better engage prospects via storytelling.

With the current administration planning to enact significant changes to tax laws, we also want to bring focus to a new report that’s now available to those who use our Tax Management Overlay services. The Tax Overlay Benefits report can provide greater transparency for your clients, offering the ability to compare account performance relative to selected investment products on an after-tax basis and showcasing the real value of your guidance.

Additional details on the more broadly available enhancements can be found in the Advisor Update. Depending on your use of the Envestnet platform, additional changes that occurred during the release may not be found in that document. As always, your Envestnet Enterprise or Regional Consultant is ready to assist you with more information and insight into how you can get the most out of these changes or access new offerings.

Follow us on Twitter and LinkedIn for updates on what else we’re working on to modernize our digital engagement marketplace and continue the expansion of our platform to drive the financial wellness ecosystem and empower The Intelligent Financial LifeTM.

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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