These are general steps for modifying strategy for a completed Client’s investment proposal in Envestnet.
Note. You may need to perform additional steps , if the proposal has several owners. See section Creating an Envestnet Proposal for Several Owners.
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Click Retrieve > Client in Docupace.  Start in the Envestnet system. Open Practice > Clients. 
Search for the client.  Locate the Cient in the list and click on the Primary Owner name. 
Click Initiate Proposal. 
The system opens the Initiate a New Envestnet Proposal screen. Enter the Proposal Title and Amount. Then click CREATE PROPOSAL. Note: If the client for this proposal does not exists in Envestnet, then a new client creation scenario is initiated first. 
The System creates a new proposal for this client and opens the Proposal Overview screen. Click Continue to fill out the proposal information.  Note: The fields displayed on each screen can vary by organization, so your view may differ from the images in this guide.
Fill out the forms as you are taken step by step through these screens: Risk & Objective, Account Strategy, Preview (optional), Account Setup (optional), Fees.Select “I agree to the fee schedules shown above.” option and click Continue in the Feesscreen. 
On the Summary screen click Generate to create the documentation. 
Under NEXT STEPS click Send to send this proposal to Docupace. 
As the proposal documents are sent to Docupace, you may be asked to match the proposal owner from Envestnet to a corresponding client in Docupace. Click Complete at the top of the table. 
Docupace creates the Work Item with proposal documents and the process continues as part of the standard workflow. Once your organization finishes creating the account, Docupace sends the Account Number and the signed Statement of Investment Selection (SIS) document back to Envestnet.  |
