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

Tip of the Month

Sidebar Filter in Research Center

To help you easily look for products, the sidebar filter is expanded by default in the Products section of the Research Center.

You can click the toggle icon to view all possible fields.

Feature Spotlight

Accessing Favorite Products across the Advisor Portal

The existing Favorites feature in the Research Center is a sought-after functionality where you can create your own Favorites lists or home office users can develop firm-wide Favorites lists and share with you. To view all Favorites Lists and their compositions, go to the FAVORITES side panel.

Need to find out whether a product is a part of your Favorites Lists and/or Shared Favorites Lists? No problem. Visit the Quick Facts section in the Overview tab of the individual Online Product Profile page. Click on the hyperlinked lists, and you will see all products for each list.

To help you more conveniently locate your favorite products, Favorites Lists can now be accessed—beyond the Research Center—within the proposal workflow, during new model building, and within Portfolio Analyzer tool.

Research Center

You can quickly filter and toggle between the different Favorites Lists in the Product Research page. Just click on the Filter icon, under Filter Set, you’ll find your Favorites Lists and Shared Favorites Lists in groups along with the custom security lists that are applicable to your programs.

Proposal Generator

In the Proposal workflow, you can filter and find your favorite products in Favorite Lists when building a custom model and viewing current investments in the Product Selection step.

Building a Custom Model

Viewing Current Investments

Model Building

You can now leverage Favorite Lists when building models. The Product search filter with All Favorites Lists is available when editing positions for Advisor Models, Overlay Models, and Portfolio Analyzer.

Navigation:

Manage > Models > Advisor Models > Model > Positions

Manage > Models > Overlay Models > Model > Positions

Research > Portfolio Analyzer > Hypothetical Portfolios > Portfolio > Positions

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.

The services and materials described herein are provided on an “as is” and “as available” basis, with all faults. The graphical illustrations herein do not represent client information or actual investments. Envestnet disclaims all warranties, express or implied, including, without limitation, warranties of merchantability or fitness for a particular purpose, title, non-infringement or compatibility. Envestnet makes no representation or warranties that access to and use of the internet while utilizing the services as described herein will be uninterrupted or error-free, or free of viruses, unauthorized code or other harmful components. Envestnet reserves the right to add to, change, or eliminate any of the services and/or service levels listed herein without prior notice to the advisor or the advisor’s home office.

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. SR#1222149

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