NOV 14 2018

Release Highlights - SPRINT 49

  • User Experience: Icons have been re-positioned based on usability minimizing differences moving from one page to another.
  • File Uploads: Wherever there is an option to upload files, the types of files which can be uploaded can also be seen.
  • The Investment Screener: Enhancement so all investment instrument can also be screened.
  • Standard Report: A new page has been added which shows the number of participants for each investment.

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OCT 15 2018

Release Highlights - SPRINT 48

A few of the major highlights of Release 48 are access to the Reporting Dashboard, a legacy favorite is now available in ERS Practice Advantage™.

  • With just a click of the button, you can identify who generated which report.
  • A summarized view which provides a bird’s eye-view of the information has been added to the Data Feed Dashboard.
  • Advisor Information sent through feeds is also now displayed in the Client Summary allowing fast identification of orphan plans.
The Investment and Fee pages of the Plan workflow has undergone a number of changes to enhance user experience.

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SEP 12 2018

ERS Release Webinar

Envestnet Retirement Solutions hosts an educational Platform Release Webinar hosted by Mark Griffith, SVP, Product Development. This Release overview covers changes and enhancements on plan sponsor’s VAULT access, ability to view Fund Factsheets from the Proposal Summary and reactivate leads, prospects and clients. In the Standard Reports, funds to be excluded can now be locked and the previous quarter data is now shown during the blackout period for RFP Reports.

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AUG 13 2018

ERS Release Webinar: RIA

Envestnet Retirement Solutions hosts an educational Platform Release Webinar hosted by Mark Griffith, SVP, Product Development. This Release overview will cover changes and enhancements primarily focus on theme changes.

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JUN 12 2018

ERS Release Webinar: RIA

Envestnet Retirement Solutions hosts an educational Platform Release Webinar hosted by Mark Griffith, SVP, Product Development. This Release overview will cover changes and enhancements on the following platform modules:

  • RFP Module
  • ERS Standard Report
  • General Platform Updates

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JUN 11 2018

ERS Release Webinar: Broker Dealer

Envestnet Retirement Solutions hosts an educational Platform Release Webinar hosted by Mark Griffith, SVP, Product Development. This Release overview will cover changes and enhancements on the following platform modules:

  • RFP Module
  • ERS Standard Report
  • General Platform Updates

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MAR 14 2018

CIT | ERS:

Collective Investment Trusts have more than 100 years of history, yet there‘s a resurgence due to interest in managing retirement plan expenses. Take this opportunity to join us for our second in a series of upcoming CIT Webinars on how Glidepath construction impacts plan participant‘s long term performance. We‘ll talk about our partnership with Foundation Retirement Solutions* and how Envestnet Retirement Solutions (ERS) is innovating for you and your clients.

Our featured speakers: Ryan Clark, SVP and Director of Fiduciary Solutions for ERS and Janis Zvingelis, PhD, CFA, SVP, Director of Quantitative Research, Envestnet, PMC.

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* Envestnet Retirement Solutions and Envestnet are not affiliated with Foundation Retirement Solutions.
JAN 17 2018

CIT | ERS:

Collective Investment Trusts have more than 100 years of history, yet there‘s a resurgence due to interest in managing retirement plan expenses. Take this opportunity to join us for our second in a series of upcoming CIT Webinars on how Glidepath construction impacts plan participant‘s long term performance. We‘ll talk about our partnership with Foundation Retirement Solutions* and how Envestnet Retirement Solutions (ERS) is innovating for you and your clients.

Our featured speakers: Ryan Clark, SVP and Director of Fiduciary Solutions for ERS and Janis Zvingelis, PhD, CFA, SVP, Director of Quantitative Research, Envestnet, PMC.

Go to the webinar
* Envestnet Retirement Solutions and Envestnet are not affiliated with Foundation Retirement Solutions.