Envestnet Enhances Platform: Innovating to Unify its Ecosystem for Advisors & Enterprises
BERWYN, Pa., Sept. 11, 2023 /PRNewswire/ -- Envestnet has rolled out another series of enhancements to bring more of its ecosystem together for advisors. Enhancements to the Envestnet platform were introduced as part of Envestnet's ongoing effort to drive growth and greater productivity for its nearly 3,000 RIA firm clients and 47 wealth management and brokerage firm clients through a consistent and unified digital experience.
- Next-Generation Updates Enhance the Advisors' Day-to-Day Experience, through a Focus on
BERWYN, Pa., Sept. 11, 2023 /PRNewswire/ -- Envestnet has rolled out another series of enhancements to bring more of its ecosystem together for advisors. - Enhancements throughout the Envestnet ecosystem include:
Security search enhancements within mutual account creation. - Extension of holding-level funding to ensure accurate reflection in the "Current Investments to Retain" and "Current Investments to Liquidate" proposal documents.
- Trade simulations to give advisors greater visibility into possible outcomes and enable better trading decisions.