Tip of the Month
New Client Lookup Feature in Proposal/Plan Creation
You can now search clients more easily when creating proposals and financial plans. The new lookup feature will quickly find you the right person from all your existing clients.
Proposal
In the “Client” dropdown of a new Proposal, there are three options: “New Client,” “New Entity,” and the new “Existing Client” selection.
When you select “Existing Client” and the number of your clients is less than 50, all clients will be listed under a new dropdown.
When you select “Existing Client” and the number of your clients is greater than 50, the popup displays a client lookup and you can input the name to find the client.
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Feature Spotlight
Proposal Workflow Enhancements
At Envestnet, we are constantly working to provide you with the best user experience possible. That’s why, with your valuable feedback, we have made various improvements to the proposal generator.
1. "Add Owners" Option in Proposed Investments
The “Add Members” icon is renamed to “Add Owners” under the proposed investments section.
2. Defaulted Spouse Line in “Add Family Member” Popup
The first row in the “Relation” column of the “Add Family Member” popup displays “Spouse” by default, if the client has not previously assigned a spouse.
3. Alert Icon in “Client Title” Field
An alert icon is added in the “Client Title” field to inform advisors that the Client Title will be displayed in client-facing materials.
4. Option to Generate Risk Questionnaire as a Document
Simply click on the newly added “Generate a Document” button, and you will be able to get the Risk Questionnaire with and without answers in PDF. However, this feature is not available if you opt for the risk express track.
To print the Risk Questionnaire with answers, all questions have to be answered. Otherwise, the option will be grayed out.
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All screenshots above represent hypothetical client data and names. No actual client information is represented.
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.
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