Attributes
Configurability Scalability Large firms
Bulk trading and PM codes Advanced or legacy UX Admin Trading (outsourced)
Potential Benefits
Enjoy a greater level of configurability and trading capabilities than Legacy Trading, along with an advanced, instructions-
based UX.
Notable attributes
• Instructions-based
• Portfolio Manager Codes (PM Codes): Give authorization to trade an account for someone else
ŋ Allows traders and Home Offices/Sponsors to trade on accounts in groups and exclude accounts where
necessary.
ŋ Allows for multiple traders to trade on certain accounts that the advisor or Home Office attaches the PM Code to.
ŋ Not for individual advisors.
• More filtering options for investment policies
ŋ Set firm defaults
ŋ Flags come up for trades disallowed based on investment policy configurations
• Home Offices can decide whether they want to toggle the new UX/UI or keep the Legacy layout for their advisors.
Envestnet Trading
Our modern user interface
creates a sleek and visually
appealing environment that
streamlines making informed
trading decisions in one of our
more powerful trading tools.
5 FOR INVESTMENT PROFESSIONAL USE ONLY.
