Envestnet | ENV 2 Insider

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LOGIN INFO \| TRAINING \| TECH SUPPORT \| ASK AN EXPERT		June 2013

Welcome to ENV 2 Insider – a new monthly e-newsletter for users of Envestnet’s next generation platform, ENV 2. Each month, we will send you helpful hints on how to take advantage of your new, robust platform.

Tip of the Month

Customize and Save Page Layouts

Now it’s even easier to create a dashboard of views that are most pertinent to you. Available on most ENV 2 pages are the following capabilities:

• Filter—identify only the items that are of interest to you.
• Column Manager—sort, add or eliminate the columns that are viewable on the page.
• Saved Layout—save your new filter and viewable columns under a specified name.

Step 1: Apply filter	Step 2: Verify columns and the order you want viewable.	Step 3: Add your new layout and save it for future use.

Feature Spotlight

Investor Meeting

Advisors can feel confident sharing their screen with a client—from their desktop or iPad—knowing that only the information that pertains to that client will be displayed. With just one click, our “Investor Meeting” application gives you a streamlined way to quickly leverage reports, documents and other data points for a specific client.

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.