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Envestnet

Leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions.

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Category: Release

Release/Technology

What to Expect in Our Final Release of 2022

November 29, 2022November 29, 2022 Molly Weiss

With our fourth release of 2022, the Envestnet financial wellness ecosystem continues to focus on meeting the evolving needs of consumers and financial services providers.

Release/Technology

Envestnet’s Q3 Release Brings Enhanced Capabilities, Visibility, and Deeper Integration with Partners

August 26, 2022 Molly Weiss

Envestnet is excited to announce our third product release of 2022. Here is a quick review of the updates users can expect to see...

Release/Technology

Driving Interconnected Solutions in Our Q4 Release

November 16, 2021November 16, 2021 envwealthsolutions

With each release, Envestnet furthers its mission to offer you a connected ecosystem of services, products, tools, and technologies, so you can help clients capture opportunities, make strategic decisions, and move toward their goals...

Release/Technology

Enhanced Usability and Efficiency in Our Q3 Release

August 26, 2021 envwealthsolutions

The Envestnet evolution continues! This quarter’s release pushes towards greater platform efficiency and enhanced usability...

Release/Technology

What You Need To Know About Our Q2 Release

May 25, 2021May 25, 2021 envwealthsolutions

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

Financial Wellness/Release

New Envestnet Platform Features: How We’re Moving Beyond Financial Wellness As A Concept

February 18, 2021February 18, 2021 envwealthsolutions

Our vision of helping to make financial wellness a reality for everyone starts, in many ways, with our platform, moving financial wellness beyond just a concept to an actual service...

Release/Technology

Our Final Release of 2020: A Spotlight On Our Research Center

November 18, 2020November 18, 2020 envwealthsolutions

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...

Release/Technology

3 Changes We’ve Made to Streamline Your Envestnet Experience

February 19, 2020February 19, 2020 envwealthsolutions

To start the year off, we focused on making improvements that you specifically requested...

Release/Technology

Review Key Updates from Our Second Release of 2019

October 29, 2019 envwealthsolutions

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,,,

Release/Technology

Details On Our Spring 2019 Feature Release

June 12, 2019July 29, 2019 envwealthsolutions

On May 20th, we issued our first feature release of 2019 – and our largest to date – covering 550…

Read More Details On Our Spring 2019 Feature Release

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