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

Add New Columns in Product List

Ticker, Inception Date, and Turnover are now available as configurable columns in the Product List under the Research tab.

To add these new or other columns, click on the “Column Manager” symbol and then the Plus icon.

In the pop-up window, select those you want and click “Add.”

The selected items will be added in the Column Manger list. Review and verify to make sure the list contains all you need and click on the Tick icon.

The newly added columns will show up after the existing ones in the Product List.

Feature Spotlight

Envestnet Institute

Envestnet Institute is a multisource education portal that provides financial professionals with a unique combination of continuing education and some of the best insight on asset management in a centralized, online hub.

Features and benefits include:

• Free and compliance-friendly online learning community exclusive for financial professionals
• Coverage on a broad range of topics including asset classes and investment vehicles, market trends and analyses, practice management including all ENVESTATS, and more
• Full range of multimedia such as white papers, videos, live webinars, and podcasts
• CE credits including CFP and CIMA filed on the advisors behalf after course completion
• Discussion community for advisors to share ideas, ask questions of each other and start discussions with other thought leaders
• Single-Sign-On access directly from the ENV 2 Advisor Workstation Launch Pad*

Visit envestnetinstitute.com to register, or login directly from the ENV 2 Advisor Workstation Launch Pad.

* The single-sign-on access is optional for those firms that authorized Envestnet Institute.

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.

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