Envestnet Inside the Advisor Suite

March 2017

Welcome to Inside The Advisor Suite, your monthly e-newsletter for quick tips on how to take advantage of your robust Envestnet platform.


Tip of the Month

New Icon for Trade Generation

To help you quickly find the trade generation functionality, the plus icon of “Generate Trades” is replaced with a more intuitive symbol on the Trade Generation and account level Model pages.

New trade icon on the Trade Generation page:

Trade Generation

New trade icon on the account level Model page:

Model


Feature Spotlight

Accurate Overlay Model Trading

To ensure that the trading is based on latest changes in the model, the platform now restricts the accounts from initiating trades while advisor model overlay propagation is in progress. Trading related options are disabled as shown below.

Trade

The existing framework to display alert now includes a message to indicate the trade hold due to model propagation. You can click on the Alert icon to view the message.

Alert Icon

For UMAv2 models, if the execution of pending instructions overlaps with the overlay propagation, the platform restricts such instructions from getting executed and displays a trade error notification.

Error Notification

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 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.

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.

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