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

Enhanced Navigation on the Clients Tab

Want quick access to performance reports for specific clients? No problem, now you can easily access a full list of reports with the addition of our Gauge icon to the Clients tab.

Step 1:
From the Clients tab, select a specific client along the left navigation menu.

Step 2:
On the Investments tab, you’ll see a list of all of the client’s accounts. Identify the account or investment grouping you’d like to view and click on the Gauge icon to the right of the title.

Step 3:
A pop-up will display with a full list of available reports. Simply select the report you’ll like to view and you will quickly navigate to that report. To navigate back to your Clients tab, use the navigation breadcrumb.

Additionally, from the Clients tab, click on the Documents icon to quickly generate an investor statement to share with clients.

Feature Spotlight

The New Improved Wrench

We’ve enhanced the capabilities of the Wrench icon to allow advisors to more efficiently complete tasks.

From the Clients tab, advisors can quickly access tools to launch the investor portal, launch an investor meeting, or record a review.

		During the Product Selection phase of the Proposal Guide, advisors can quickly access tools to build APM or UMA models or to select multiple investment products.

From the Manage tab, advisors can quickly access tools to manage trades including submitting trades, waiving fees, and cancelling trades.

More features of the improved Wrench icon can be found throughout the platform so be sure to explore and discover new ways to streamline your daily task of managing wealth.