Issue link: https://resources.envestnet.com/i/1533232
Additional Workflows 01 Generate trades with trade instructions Execute a trade instruction to meet the trading needs for one or more client accounts. Each trade instruction originates from a service request. 02 Your trade scenarios When you run a trading tool with your specified settings and parameters, Wealth Trading creates a unique scenario for the resulting proposed trades. The scenario carries your original trade generation settings for reference, through each step of the workflow. 03 Quick Trade Great for instances where an advisor needs to buy or sell a specific security quickly. On one screen, Quick trade allows you to enter up to 10 rows of trades for one or more accounts and save them to Order Review. Before you start Before you generate trade orders, you can: The workflow progresses in phases Portfolio Explorer is where you start your day in Trading. It contains comprehensive information about the portfolios that you manage for clients and gives you the ability to generate new trade orders. Powerful filters and custom layout options let you quickly review portfolio data before starting order generation workflows. 1 Select portfolios to trade Find the portfolios you want in Portfolio Explorer using layouts, working lists, and filters. 2 Choose an order generation tool In Portfolio Explorer, select portfolios for trading, then choose a trade generation action. 3 Enter trade settings and parameters Depending on the trade generation tool and your firm's setup, you can tailor this set of trades with 13 potential options. 4 Execute your trade type 5 Review • In Order Review, you can access any scenario that you've created to see key details about it, including order type and configuration settings. • In Action History, you'll see actions taken on your trade scenarios. 6 Customize the look and feel of Portfolio Explorer. Survey and select accounts for trading. 4 FOR INVESTMENT PROFESSIONAL USE ONLY.