ENV 2 Insider
ASK AN EXPERT  |  SUPPORT + LEARNING November 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

Navigate to Client Reports

In ENV 2, the Gauge icon is the universal symbol for Reports. You can find the icon on several pages throughout the platform and navigate to client reports from there.

Option 1: From Practice Tab
The Performance Reports page under the Practice tab displays a complete list of your clients and accounts. You can use the Gauge icon to navigate from here to the reports section.

Option 2: From Investments Tab
Under the Investments tab of any client, select the Gauge icon next to the client rollup or any investment group, reporting group, or account. This will bring up a full menu of reports for you to choose from.

Option 3: From Properties Section
Click on the Gauge icon in the Properties section of any client, account, investment, or reporting group.

 
     
 
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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