Our R4 2025 release delivers powerful new features for financial advisors, wealth managers, and investment professionals seeking to optimize their client experience, improve productivity, and streamline operations. This release reflects our commitment to innovation in wealth management technology, investment proposal tools, and artificial intelligence.
Let's explore the key updates and how they help advisors meet the moment with our comprehensive technology, insights, and industry-leading support.
Introducing our new Investment Strategy Proposal document
ISP stands for Investment Strategy Proposal. We’re soon retiring the original ISP document (ISP Lite) and introducing the New ISP. This upgrade brings:
- Modernized layout and improved usability: Enhanced customization and intuitive design for financial advisors.
- Streamlined content: Tailored to current workflows in investment management.
- Customizable options for firm-specific needs: Adapt the ISP document to your firm’s branding and compliance needs.
The new ISP will not be immediately enabled. Firms will be progressively transitioned in the coming year.
Enhanced custom content features in New ISP
Advisors now have expanded capabilities to personalize the New ISP document:
- Rename sections: Tailor the Additional Information section to match your firm’s branding.
- Custom content disclosures: Meet legal and compliance requirements with customizable PDF disclosures.
- User guides and templates: Access resources for creating consistent, professional custom content.
These enhancements empower financial advisors to deliver personalized proposals and strengthen client relationships. Contact the Envestnet Support team to get enabled today.
Tax management insights for smarter financial planning
We’re excited to announce that tax management Insights are now integrated into the Proposal Strategy Modification workflow, specific to the selected investment group.
Advisors can:
- Access relevant tax data during account changes.
- Make informed decisions to optimize client outcomes.
- Streamline workflows with actionable, timely insights.
Having relevant insights on accounts that would benefit from tax management services will give you timely data and information to help you manage tax consequences for your client. To use this feature, contact your Service team and ensure access to the Wealth Data Platform.
Scheduled release dates for protected cash in advisor-traded accounts
Managing protected cash is now easier and more flexible. Previously, protected cash remained in place indefinitely until you manually released it. With this enhancement for advisor-traded accounts, you can optionally make protected cash automatically available for trading on a schedule that fits each client’s individual needs using one or more release dates.
- Automated release scheduling: Set up release dates and amounts for protected cash, tailored to each client’s needs.
- Notifications and alerts: Stay informed when cash is released for trading.
- Bulk and individual account management: Improve efficiency for financial advisors managing multiple accounts.
Whether you trade APM accounts individually or in bulk, automatically releasing protected cash could provide greater flexibility and efficiency in certain scenarios.
Maximize the value of your platform
We are committed to delivering platform enhancements that support the evolving needs of financial professionals like you. These updates are designed to help you work smarter, deliver more value to clients, and scale your practice with confidence.
For our comprehensive release notes and additional information, reach out to your Envestnet Enterprise or Regional Consultant. We also invite you to learn more about these enhancements at our designated resource center, which offers in-depth materials and support to help you make the most of our platform.
