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

Set Reminders by Adding Client Activities

Building a strong client relationship requires attention to details. On ENV 2, advisors can enter notes of the activities they take with clients as well as make notes for next action steps.

Step 1:
Select a client from the Client tab to view the General tab. Click on the dropdown menu and select Activity.

Step 2: Click on the Plus icon to add an activity and select the activity type you’d like to include.

Step 3:
Once you’ve provided some details about your activity, the note will be included on the client’s Activity page.

Feature Spotlight

Setting, Assessing, and Monitoring Target Goals

Setting investment goals is an important part of financial planning. Through ENV 2, advisors can now set a client’s goal within an investment proposal and assess the likelihood of meeting it through our Monte Carlo simulation. Once an account is opened, the platform will automatically create a goal based on the one set within the proposal. This allows the advisor and client to monitor a target growth report on an ongoing basis in order to stay on track.

To set a goal within an investment proposal, click on the Wrench icon and select “Set Growth Targets” during the Risk Assessment phase of the proposal process. Complete the form and save it.

Once you’ve completed the proposal process, details from your growth target are included in the Summary overview and a Monte Carlo simulation is available in the proposal document for assessment.

Once an account is opened, advisors and clients can monitor the progress of the goal. Use the Gear icon next to the client’s account to view performance reports and select Target Growth or Target Growth Details from the Overview tab.