ENV 2 Insider
ASK AN EXPERT  |  SUPPORT + LEARNING October 2014
 

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

One Step Forward…Two or More Steps Back

Need to quickly return to a previous page without hitting the back button multiple times? No problem. You can easily backtrack from where you are on the site to a previous step using the Navigation Path feature or Stack icon. Located under the top navigation bar, you can trace your steps from where you were, to where you are and move back to previous steps as needed.

 
   
 
 
     
Step 1:
To move one step back, look for the Navigation Path under the top navigation menu. Click on the previous step and you’ve backtracked to the page you previously viewed.		   Step 2:
To move back multiple steps, click on the “Stack” icon at the beginning of your Navigation Path to view a history of the pages you’ve visited during your session. From there, you can select a previously viewed page.
 
   
 

Feature Spotlight

Investor Meeting

Advisors can feel confident sharing their screen with a client—from their desktop or iPad—knowing that only the information that pertains to that client will be displayed. With just one click, our “Investor Meeting” application gives you a streamlined way to quickly leverage reports, documents and other data points for a specific client.

  
     
 
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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