Welcome to ENV 2 Insider, your monthly e-newsletter for quick tips on how to take advantage of your new, robust platform.

Tip of the Month

Automation of Proposal Generator

Generating an investment proposal has been made easier with the automation of our proposal generation system. You can easily navigate through the proposal process via the Proposal Guide, which allows you to profile the client and enter current assets, select the registration(s), choose proposed investments, and set the fee schedule. You can always check the sidebar or workflow tracker to see where you are in the process.

Feature Spotlight

Multi-registration Capacity

The automated and intuitive proposal generator gives you the tool to easily manage the creation of multiple registrations. To add multiple registrations for a single account owner, simply click the plus sign under Proposed Investments and an option to “Add Proposed Investment” will pop out. You can add new family members here if you are running proposals for joint registrations. You can also go to the Clients section, create the client, and add all the family members before starting a multi-registration proposal for a family with multiple family members.

The information and analysis expressed herein is for general and educational purposes only and is not intended to constitute legal, tax, securities, or investment advice. The graphical illustrations contained herein do not represent any client information or actual investments. The information provided is based on currently available information as of the date of this writing and may be subject to change at any time without prior notice. Envestnet makes no representation that the information provided is accurate, reliable or error-free. Envestnet reserves the right to add to, change, or eliminate any of the services listed herein without notice.

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