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

Tip of the Month

Capturing new client details at the start of the proposal

You can now enter new client specific details at the beginning of the proposal creation instead of editing the details at the Client Properties step of the proposal process. Select “New Client” from the client drop-down in the initial “Create Proposal” pop-up and fill out the client information.

Feature Spotlight

Automatic deselect of current assets comparison report when only cash is entered

When the “All Cash” option is selected for Current Assets in the below Proposal Properties step of proposal workflow, the platform now automatically deselects the Current Assets comparison check-box in the Paperwork step.

The comparison of assets is also removed in the ISP document when only cash is entered.

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