Welcome to Inside The Advisor Portal, your monthly e-newsletter for quick tips on how to take advantage of your robust Envestnet platform.

Tips of the Month

Can’t see your preferred portfolios while building proposals? Here's why.

After picking an investment strategy, the Proposal automatically narrows the portfolio options based on Profile inputs.

What can you do about it?
Click the search filter icon and update the results to show All Risk Classes. Then, sit back and watch your choices multiply.

Create custom layouts in the Paperwork tab.

Minimize your visits to the Edit button. If you have a custom paperwork layout that you return to time after time, use the Saved Layout icon to make it permanent.Choose a layout name. Select the check ✔,and your content options will be available for all proposals.

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