Tip of the Month
Advisor Portal Training
Are you a new user to the Advisor Portal? Or are you an existing user looking to refresh your skills? Join our live training sessions! We regularly host training calls covering topics such as creating proposals, running reports, leveraging UMA, building models, and much more. Click on the Support + Learning button at the top of this monthly newsletter and you can find our training calendar as well as all the previously featured highlights and tips on how to better utilize the Advisor Portal.
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Feature Spotlight
New PMC Research Statuses
All strategists, SMAs, mutual funds, and ETFs available on the Envestnet platform are reviewed either quantitatively or qualitatively by the PMC Research team, and are assigned one of the following three research statuses: Available, Approved-Quantitative, or Approved-Qualitative. To provide an additional level of insight, a portfolio may also be assigned one or more of the five new portfolio attributes: Impact Focus, PMC Managed, Strategic Beta, Select, and Watch.*
You can now filter the products based on these simplified Research Status and Portfolio Attributes in the Research Center to narrow down the options that best suit your client’s financial needs.
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* Select and Watch portfolio attributes are visible/available only for CIO Support and Investment Consulting Services clients.
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
© 2017 Envestnet, Inc. All rights reserved.
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