Envestnet Inside the Advisor Portal

January 2019

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

Search Filter Settings

Do you want to see the list of the search filters in the sidebar?

Turn it on or off by selecting or deselecting the Show search filter checkbox at Platform > Customizations > Profile.



Feature Spotlight

Investment Statement Generation

The ad hoc Investor Statement generation could take considerable time. But with the latest enhancements, you can now run the Investor Statement generation as a background job, while proceeding with other actions or navigating to any other pages.

1. Select the checkbox in the Select Time Period dialog box

Renaming “Proposed Investment”

2. Find the Investor Statement under the Documents tab to download. The investor statements that are older than two days will be removed from the database.

Investment solution title refresh and sentence case labels
Ask an Advisor Portal 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.


* Important note: realized and unrealized data is not the data of record. All data should be validated to the custodian.

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.

FOR ADVISOR USE ONLY - NOT FOR PUBLIC USE
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