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

Risk Analysis

Are you looking to include risk analysis in your investment proposal?

Click on the microscope icon under the Workflow Tracker in the Proposal Guide.

Select the Risk tab to view risk analysis based on efficient frontier, a Monte Carlo simulation, or product correlation.

Feature Spotlight

Current Assets Analysis by Asset Allocation

What’s the composition of your client’s current assets?

On the onset of the proposal process, should you choose to “Specify Current Asset detail,” you will be prompted with a “Current Assets” module, allowing you to delineate among statements from various sources. The platform will aggregate the inputs to provide a clear picture of your client’s current financial standing.

To view the pie chart of the current allocation, click on the microscope icon and select Asset Allocation under the Statistics tab.

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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