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Welcome to ENV 2 Insider, your monthly e-newsletter for quick tips on how to take advantage of your new, robust platform. |
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Tip of the Month Keep Track of Your Tasks Want to make sure that you complete the actions that are required of you? Now you can stay organized and keep your tasks top of mind by adding them to your Desktop. |
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Move it to the top of the page if you desire and have the list of items you need to take action on displayed front and center upon login.
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Feature Spotlight Customizable Report Templates You can now customize report templates at 3 levels – client, account and group. Only on ENV 2, you can designate specific reports to a certain reporting level. Just click on the “Add” icon underneath each reporting level and choose to add all reports or just the ones that are pertinent for each level type.
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| 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. FOR ADVISOR USE ONLY - NOT FOR PUBLIC USE © 2014 Envestnet. All rights reserved. |
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