Tip of the Month
Icons with Text Labels
Do you understand the meaning of each icon on the Envestnet platform? Now you have the option to add functionality descriptions of the icons by turning on text labels that can help you quickly find the right place to complete your tasks.
Step 1: Go to the Platform tab, select Profile under the Customizations section on the left. Click Edit at the bottom of the page.
Step 2: Check the box next to “Combine icons with text labels” and click Save.
Step 3: Refresh your browser. Ta-da! The full descriptions will now appear under each icon, on every screen.
Note: If you no longer need the labels, you can turn off this option at any time.
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Feature Spotlight
Enhanced Product Comparison Feature in Research Center
When comparing products in the Research Center, you may notice the following updates made for your ease of use.
- Occurrences of % symbol display are formatted.
- Benchmark information is moved to the Quick Facts section from the Performance vs Benchmark section.
- A new Manager Commentaries section is created under Documents to host recent communications including commentaries, fact sheets, and pitch books.
Ask an Expert
Need assistance getting a task completed in the Advisor Suite? Is there a feature that you want to learn more about? Why not ask an expert?
Email your inquiry to and a representative will reach out to help. |
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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.
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
© 2017 Envestnet, Inc. All rights reserved.
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