Envestnet | ENV 2 Insider

ASK AN EXPERT \| SUPPORT + LEARNING		January 2014

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

Leverage tools to help you better navigate the platform

Need help understanding icons, terminology and key functionality? Leverage our helpful library of symbols and glossary to more effectively accomplish your tasks. And, if you need further assistance, you can send us feedback on how we can improve your experience.

At the top right corner of your console, you will see several icons to help you navigate.

	Click on the Info icon and view the Symbols tab to learn the names and a description of the specific functionality for each icon used throughout the platform. From there, click over to the Glossary tab and see a definition of common terminology.

	Find something that needs adjusting? Click on the Feedback icon and enter your comments.

Feature Spotlight

Streamlined Proposal Process

Generating investment proposals has been made easier with new enhancements to our proposal generation system. With simplified, intuitive navigation that bring key functionality up front and new resources to more effectively guide you through the process, you can deliver a professional presentation that is best suited for your clients’ investment needs.

Leverage workflow efficiencies:

Table functionality – easily tab over from one cell to the next

Next + Save – eliminates superfluous actions to get you quickly to the next step

Sidebar and workflow tracker – always know where you are, what steps you’ve completed, and be able to jump back and forth among steps

Dropdowns for product selection – a complete view of the investment options available for that client or prospect

Leverage our resources to help you get started today. Visit our Support + Learning Page to access quick tips, training dates and our ENV 2 Expert to get your questions answered.

Ask an Expert
Need assistance getting a task completed on ENV 2? Is there a feature that you want to learn more about? Why not ask an expert?

Email your inquiry to expert@envestnet.com and a representative will reach out to help.

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.