Envestnet Updates RIA Platform to Optimize Workflows

Published on September 20, 2024

New and updated tools aim to free up advisors' time for client relationships, Envestnet says.

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Z1: Enhanced Financial Accounts projects updated

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The most recent data are available online athttps://www.federalreserve.gov/releases/efa/enhanced-financial-accounts.htm. The following projects have been updated with the most recently available data: Issuer-to-Holder (From-Whom-To-Whom) Data; Distributional Financial Accounts; Household Debt by State, County, and MSA; Depository Institutions: Consolidated Balance Sheet; Depository Institutions: O