Welcome to Inside The Advisor Portal, your monthly e-newsletter for quick tips on how to take advantage of your robust Envestnet platform.

Tip of the Month

Leverage the Envestnet Advisor Portal during Tax Season

At year-end, you are focused on managing your clients’ portfolios for taxes. The Envestnet Advisor Portal can help manage your tasks more effectively.

Feature Spotlight

Proposed Investments Step Updates

1. Renaming “Proposed Investments”

The name of the “Proposed Investments” step and the title of the investment solution section are changed to “Pick an investment strategy.”

2. Renaming “Proposed Investment”

The “Proposed Investment” step is renamed as “Product Selection.”

3. Investment solution title refresh and sentence case labels

The title of the investment solution section gets refreshed while choosing a program. The label of “Registration Type” is changed to sentence case-“Registration type.” Same is applied for “Primary owner,” “Joint owner,” “Primary annuitant,” “Joint annuitant” and “Additional owner.”

4. The “Joint owner” field update

The “Joint owner” field is displayed only if user has chosen a registration type that supports more than one account owner and requires all account owners to be added in the proposal. Also, the same family member cannot be chosen as both Primary owner and Joint owner.

* Important note: realized and unrealized data is not the data of record. All data should be validated to the custodian.

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.

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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