ENV 2 Insider

ASK AN EXPERT \| SUPPORT + LEARNING		February 2015

Welcome to ENV 2 Insider, your monthly e-newsletter for quick tips on how to take advantage of your new, robust platform.

Feature Spotlight

Usability Enhancements Q4 Release Highlights: Trading and Model Enhancements

At Envestnet, we are committed to bringing you the tools to conquer complexity and drive your success through integrated portfolio, practice management, and reporting solutions. As part of our continued efforts to enhance the ENV 2 interface, the following features have become available with the recent Q4 release.

1. Trading
When editing protected cash on Advisor Managed accounts, advisors now have the ability to add notes under Comment. These notes can be viewed within Account History.

2. Models
When building or editing a model, the risk and asset allocation displays are updated dynamically. All the changes are presented in a summary table for ease of tracking.

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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