Page Comparison

Start in the Envestnet system. Open Practice > Clients. ,

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Locate the Cient in the list and click on the Primary Owner name.

The Clients Details page opens showing the Financials tab. Click to open the Service tab.

In the Service tab, click the plus icon next to the account and select Modify Strategy from the pop-up menu.

Click Yes in the confirmation dialog.

The System creates a Strategy Modification Proposal for this client and opens the Proposal Overview screen. Click Continue to change the proposal information.

Fill out the forms as you proceed through the Risk & Objective, Account Strategy, Preview (optional), Account Setup (optional), and Fees screens.Select “I agree to the fee schedules shown above.” option and click Continue in the Feesscreen.

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On the Summary screen, click Generate documents to create the documentation.

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Under NEXT STEPS, click Get started to send this proposal to Docupace.

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When Docupace receives the documents, 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.

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Docupace creates an Account Service Work Item with proposal documents. 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) back to Envestnet.