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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. Tip of the MonthDollar Cost Averaging (DCA)DCA refers to the investment technique of purchasing a fixed dollar amount at regular schedules irrespective of the price of the shares. More shares are purchased when prices are low, and fewer shares are bought when prices are high. The advantage of this strategy is to minimize downside risk and avoid market timing anxiety. On ENV 2, you can setup a DCA schedule in the Management Options section in the Account Setup step of the Proposal Guide.
Enter the DCA info and be sure to note the disclosures. • DCA Value – the total dollar value to be dollar cost averaged into the account Feature SpotlightInvestment Data SheetsWant to include information regarding third-party managed portfolios and their managers in your proposals? With ENV 2, you no longer need to manually search, download, and insert manager marketing materials or performance sheets. Simply click the PDF icon in the Paperwork step of the Proposal Guide. It will generate a proposal package with all of the portfolios and managers fact sheets automatically incorporated in the Investment Data Sheets section.
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 |
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