ENV 2 Insider
ASK AN EXPERT  |  SUPPORT + LEARNING April 2015
 

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

Research Overview

This section provides access to powerful analytic tools and performance detail on all available investment options.

Use the left navigation bar to switch between Products, Programs, and Managers.

Feature Spotlight

Adding and Viewing Favorites

To add a product to a Favorites List, check the box next to the product and then click on the Star icon to add to favorites. To view the full list of favorite products, go to the Product Sets dropdown in the filtering icon.

 
     
 
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
© 2015 Envestnet, Inc. All rights reserved.