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Creating a New Envestnet Proposal
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Creating a New Envestnet Proposal

Owned by Inese Auzina
Last updated: Jan 03, 2025
3 min read

These are general steps for creating a proposal for a Client in Envestnet.

Note: You will need to perform additional steps, if the proposal has several owners. See section Creating an Envestnet Proposal for Several Owners.

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