Envestnet Inside the Advisor Portal

August 2017

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


Tip of the Month

Rep Code Display in Accounts and Account Activity Pages

For advisors who use multiple rep codes to manage book of business, a new column and filter field “Client Rep Code” has been added on the Accounts and Account Activity pages. The existing “Rep Code” fields are renamed to “Custodian Rep Code” to provide clarity regarding the various types of rep codes on the portal.

Account Page

Columns

Product Research

Filters

Online Product Profile

Account Activity page

Columns

Product Research

Filters

Online Product Profile


Feature Spotlight

Systematic Withdrawal Information in New Section

You can now see all other active systematic withdrawal schedules within the registration/management group when modifying a specific systematic withdrawal schedule. A new section “Other Active Systematic Withdrawal Schedules” has been added in the Systematic Withdrawal - Modify and Systematic Withdrawal Goal - Modify workflows. You can change the frequency and view the following fields in the new area:

  • Systematic Withdrawal Type
  • Frequency
  • Next Distribution Date
  • Amount
  • Accounts

Online Product Profile

Navigation: Practice > Accounts > Client > Client Details page > Service tab > ‘+’ (Add icon) > Systematic Withdrawal – Modify > Additional Properties section

Ask an Expert

Need assistance getting a task completed in the Advisor Portal? 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.

The services and materials described herein are provided on an “as is” and “as available” basis, with all faults. The graphical illustrations herein do not represent client information or actual investments. Envestnet disclaims all warranties, express or implied, including, without limitation, warranties of merchantability or fitness for a particular purpose, title, non-infringement or compatibility. Envestnet makes no representation or warranties that access to and use of the internet while utilizing the services as described herein will be uninterrupted or error-free, or free of viruses, unauthorized code or other harmful components. Envestnet reserves the right to add to, change, or eliminate any of the services and/or service levels listed herein without prior notice to the advisor or the advisor’s home office.

Neither Envestnet nor its representatives render tax, accounting or legal advice. Any tax statements contained herein are not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. Federal, state, or local tax penalties. Taxpayers should always seek advice based on their own particular circumstances from an independent tax advisor.

FOR ADVISOR USE ONLY - NOT FOR PUBLIC USE
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