Issue link: https://resources.envestnet.com/i/1533232
We're here to help No matter the needs of your business, we're here to help consult on what makes the most sense for you when it comes to our trading tools. We're happy to talk about your needs and how we can help enhance productivity for you and your team throughout the investment life cycle. Please reach out to us so we can schedule a convenient time to walk you through your options with Envestnet. The services and materials described herein are provided on an ´as is´ and ´as available´ basis, with all faults. Any graphical illustrations herein do not represent client information or actual investments. Nothing contained herein is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. 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. © 2025 Envestnet, Inc. Wealth Trading https://www.envestnet.com/schedule-demo Learn more To request a demo of our trading platforms, visit 3. Legacy Assets: Managing these positions involves strategies to sell, hold, or integrate them into models while respecting client goals and firm policies. a. There are various strategies for managing legacy positions, including adding them with zero target weight for gradual sale, immediate liquidation through rebalances, and gradual sale approaches for large or appreciated positions. b. Additionally, options for holding or buying legacy positions, managing them as proxies, and marking them as legacy within models to prevent purchase during rebalances. 8 FOR INVESTMENT PROFESSIONAL USE ONLY.