January 2018

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

Tip of the Month

The New “Positions” Tab

Are you looking for the account level Model tab? A friendly reminder that the Model tab has been recently renamed as “Positions” to add clarity to the type of information shown here. The Holding section within the tab is also renamed as “Position.”

Feature Spotlight

Product Comparison PDF Customization

To help you better view the relevant product comparison information, the Advisor Portal has enabled a new customizable PDF output option in the Research Center. With this new function, you can now include only what’s important to you and review the product comparison in one single document.

Step 1:
Under the Overview tab of the Product Comparison page, click on the Generate A PDF icon and select Customize Product Compare PDF.

Step 2:
In the pop-up window, enter a title for your document and pick which of the overview, performance, statistics, and composition pages that you’d like to include. Hit Generate at the bottom.

Step 3:
The customized Product Comparison PDF will be created for your review. Please note this document is for advisor use only.

Ask an Expert

Need assistance getting a task completed in the Advisor Portal? 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.

The services and materials described herein are provided on an “as is” and “as available” basis, with all faults. The graphical illustrations herein do not represent client information or actual investments. Envestnet disclaims all warranties, express or implied, including, without limitation, warranties of merchantability or fitness for a particular purpose, title, non-infringement or compatibility. Envestnet makes no representation or warranties that access to and use of the internet while utilizing the services as described herein will be uninterrupted or error-free, or free of viruses, unauthorized code or other harmful components. Envestnet reserves the right to add to, change, or eliminate any of the services and/or service levels listed herein without prior notice to the advisor or the advisor’s home office.

Neither Envestnet nor its representatives render tax, accounting or legal advice. Any tax statements contained herein are not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. Federal, state, or local tax penalties. Taxpayers should always seek advice based on their own particular circumstances from an independent tax advisor.