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

Password Reset

Forget your password? No problem, now you can easily reset it from the initial login screen.

Step 1: Upon login, click on the “Forgot Password” link.
Step 2: A screen will appear that will prompt you to enter your username and email address. Once submitted, an email will be sent to you with a link to reset your password.
Step 3: After clicking on the reset password link within the email (available for 24 hours), you will be prompted to validate your identity by entering your username and either your full social security number or account number.

Once you have successfully verified your identity, a screen prompting you to create a new password will be presented.  You will then be redirected to the login page to login to the platform using your newly created password.

Feature Spotlight

Fiduciary and Investment Policy Rules

Developing and adhering to an investment plan is a critical part of an advisor’s fiduciary responsibility to his/her client. Through ENV 2, you can monitor your client’s plan and view alerts regarding the risks associated with deviation from the policy.

From the Practice tab, click on Investment Policy Exceptions in the left navigation menu to view various accounts that are in violation or off plan.

To filter for multiple exceptions, you can click on the Filter icon and then the Exceptions Type dropdown to select from a broad range of exceptions to apply to the filter.

Click on a client name to access the Client Details page to quickly take action in response to an alert, such as recording an annual review.