Tip of the Month
Managing Favorites in Research Center
You can now add ANY product types as “Favorite” in the Research Center. Advisor models, overlays and sponsor overlays can be added directly to the Favorites list from the Favorites List Manager page in the Research Center toolbar. For the other products, you can use the Import Securities action to add them in bulk to the Favorites list.
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Feature Spotlight
Investor Statement with Custom Date Range
Did you know that you can specify the date range when generating the Investor Statement? Follow the below steps and set up the custom dates for your client’s Investment Statement reports.
Step 1:
Go to the Clients tab, select the client, click on the Generate Report PDF icon under Investments, and choose from Available Templates.
Step 2:
In the pop-up window, select Custom Period, set the date range, and click Generate.
Step 3:
Ta-da! The Investor Statement is ready and you can find the custom date range displayed on both the cover page and on top of each individual page of the report. |
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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.
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