ENV 2 Insider

ASK AN EXPERT  |  SUPPORT + LEARNING

September 2016
 

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

Easily Copying Completed Proposals

No more manually recreating each variation of the same proposal! The proposal workflow has been enhanced to include a new feature “Copy Proposal” to help you save time and be able to create multiple proposals in a short timeframe.

You can now copy a completed Wealth Management proposal to create a new proposal for the same client.

  1. Go to the Paperwork step in the Proposal Guide and click the “Copy Proposal” action.

  1. In the pop-up, enter title for the new proposal, acknowledge the disclaimer by selecting the confirmation check box, and click “Save.”

  1. You will be redirected to the copied proposal’s Properties page. In the new proposal, the following data are copied over from the original proposal: Current Asset details, Risk Assessment, Registration, Investment, Account Setup details, Overlay features, Investment Policy, and etc. Please note all steps in the copied proposal are in completed status except the Paperwork step.

Feature Spotlight

Investment Overview Online Report Improvements

The Variable Annuity, Contracts and Tier1 accounts have been added to the Investment Overview online report. They are categorized as Performance, Non-performance and Contracts in the account listing section of Investment Overview. With the inclusion of all accounts, the Allocation percentage adds up to 100% and Total Value is the sum of the market values of each account.

Ask an Expert

Need assistance getting a task completed on ENV 2? 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.

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