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

Adding Family Members or Entity within Proposal Process

Did you know that now you can add additional family members or entity directly from the proposal workflow?

When you create a proposal, you can find the new “Members” section at the bottom of the Client Properties page in the Proposal Guide where you can add the additional members.

Once you move on to the Proposed Investments page, you will have another opportunity to add members. Select the “Add Members” option and a new box will pop up. Enter the members’ information and save.

To add Joint Owner in Proposed Investments, click on “Edit” and select from the dropdown list. Fill in all other required information and then click “Save + Next.”

Upon saving each proposed investment, the primary owner’s name and joint owner’s name will appear with hyperlink under the All/Multiple Programs section. Click on the hyperlink to edit the owner’s profile.

Feature Spotlight

Optimized Security Search in Proposal Workflow

Now you can get faster security search results in Current Assets step and Proposed Investments step while creating proposals. When you enter ticker for security lookup, the exact ticker will be at the top as the first result for you to select.

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.

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