Envestnet | ENV 2 Insider

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ASK AN EXPERT \| SUPPORT + LEARNING		February 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

Notification Setup

Want to be notified when a new report or statement is available? Or, want to be alerted about an activity on a regular basis? No problem. You can customize your platform to receive regular reminders about an event that’s important to you. Simply go to the Platform tab and select Notification Setup under Customizations.

Step 1: Click on the Plus icon to view all notification types that can be created.		Step 2: Select a specific notification type and enter the details needed for your alert including frequency, duration, and any client specifications. You can also enter reminder notes as needed. Click Save once satisfied with your entry and return back to the Notification Setup view from your breadcrumbs trail.

Step 3:
Click the Gear icon next to your new notification and select Run Now.

Feature Spotlight

Enhanced Filtering Capabilities

The Grouping Manager icon allows advisors to view information according to their preferences. Recently enhanced to include all available group types, the Grouping Manager allows you to apply up to 5 different grouping elements.		Click on the + symbol to add a group type to your view. If you change your mind, you can simply click on the X symbol to remove it. The selected group types can then be sorted in the order you’d like them displayed (Levels 1 – 5) with the ^ v symbols. Once satisfied with your selections, click the ✓ symbol to apply your preferences.

To further customize your view, you can sort each group type independently. Click on a column in your new view to display the new sorting function.		Click the dropdown menu to view all applied levels and then select a level to sort by ascending or descending order. The chosen sort type will only be applied to the selected level. You can, however, also choose to sort all levels at once.

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.

FOR ADVISOR USE ONLY - NOT FOR PUBLIC USE
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