Envestnet | ENV 2 Insider

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

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

Convert Existing Proposal to ENV 2

Want to convert an existing proposal onto ENV 2? No problem. With one click, you can now convert a previously generated proposal onto the ENV 2 platform and take advantage of our more streamlined and enhanced proposal process.

Step 1: On the ENV 2 platform, click on the “Clients” tab to view your existing clients and prospects.		Step 2: Select a client or prospect name and click on the “Proposals” tab for that client.		Step 3: Locate an existing proposal you’d like to convert and click on the “Gear” symbol to the right of the proposal title and click “Convert to ENV 2.”

A new proposal will be generated for the ENV 2 proposal system under the same proposal title.

Feature Spotlight

ByAllAccounts Integration

Advisors can report on a client’s entire book of business by incorporating their held-away assets through ByAllAccounts. From the Practice tab on your ENV 2 dashboard, you can select "External Accounts" from the left navigation menu and quickly click to “Add ByAllAccount.”

Supply the necessary credentials in the straightforward process and give your clients a complete picture of their wealth.

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.