ASK AN EXPERT \| SUPPORT + LEARNING		June 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

New Standalone Online Performance Reports

To provide quicker access to detailed performance and gain loss information, additional standalone options have been added to the menu of available online performance reports. The recently added reports are:

Performance by Account
Performance by Style
Performance by Manager
Performance by Manager and Style
Unrealized Gains/Losses

All of these new reports are available at the Client, Group, and Account levels. Please contact your client service representative if you would like to adjust your online reports template.

Feature Spotlight

MoneyGuidePro Integration

SSO (single sign-on)

An SSO is available between ENV 2 and MoneyGuidePro. When initiated from the Launch Pad, the SSO lands the user on the MoneyGuidePro desktop.

When launched from within a Client Screen (Client➞General or Client➞Proposals), the SSO will land the user on the Client in MoneyGuidePro.

Client Import

To Import an Envestnet Client into MoneyGuidePro for the first time, simply initiate the SSO from within the Client in ENV 2 (as shown above in the Client-to-Client SSO). If the Client is not already linked between Envestnet and MoneyGuidePro, an intermediate screen will be displayed (see below) to map the Client’s accounts so that the correct Account Types and Owners are assigned within MoneyGuidePro’s planning tools.

Every subsequent time the SSO is initiated from within this Client, the Client’s account information will be automatically updated in MoneyGuidePro.

Client Account Update

If the advisor logs into MoneyGuidePro directly and accesses a Client from the MoneyGuidePro Client List, a pop-up will be displayed asking if the portfolio information should be updated. Clicking “Yes” will retrieve the latest account information from Envestnet. This information is based on overnight reconciliation and will not change during the course of a day.

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.

June 2015