(Envestnet) 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.
