Strategic Financial Concepts Inc
Designing Successful Strategies for Every Phase of Life

SFC Training for exact

For Advisor Use only - not for use with General public - not to be viewed as investment advise

Step 1: This video illustrates the management of the Excel documents prior to importing into Envestnet

 

Step 2: This video illustrates the management of the models within Envestnet - how to import the Excel docs from step 1

Step 3: Activating accounts for trading - this is a short step that must be done prior to trading any account

Step 4: Block trading the accounts - this should be done by searching and trading individual models between however many accounts are associated with a model