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

Welcome to ENV 2 Insider, your monthly e-newsletter for quick tips on how to take advantage of your new, robust platform.

Feature Spotlight

At Envestnet, we are committed to bringing you the tools to conquer complexity and drive your success through integrated portfolio, practice management, and reporting solutions. As part of our continued efforts to enhance the ENV2 interface, the following features have become available with the recent Q4 release.

Usability Enhancements Q4 Release Highlights:
General User Interface Enhancements

1. CSV Export
The CSV Export allows advisors to export either all items or their on-screen view.

Export all items:

Export items as displayed:

2. Count
Clicking on the count of items directs users to a pre-filtered search page. This is applicable on the Desktop Alerts and the Models search page (pre-filters Trade Generation Account list).

3. Remove
The Remove column action provides a quick way to remove a column without having to open the Column Manager.

4. Recent Items
The Recent Items list now shows the menu location of the item (e.g. Products, Proposals) to help easily navigate back to a previously viewed page.

 
     
 
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.

FOR ADVISOR USE ONLY - NOT FOR PUBLIC USE
© 2014 Envestnet, Inc. All rights reserved.