We are excited to announce a change in the reporting functionality with Investigo. Previously you were unable to include or run signature reports of certain Nationwide 401(k) accounts.
On Sept 2nd those Nationwide 401(K) accounts will be included on most signature reports within Investigo. The signature reports that show performance will still be restricted as Nationwide does not provide transactions, a prerequisite for the performance signature reports.
If you have any questions regarding the enhancement or running signature reports, please reach out to Investigo Support at 866-209-2440 or contact Matthew Crowley at 802-229-3025.
ESI’s Senior Leadership call covered a review of the activities, results, and market impact of Q2, while providing insight into what lies ahead through the second half of the year. If you weren’t able to attend, the recording is now available here.
Meet the Strategists is a guide to all the Strategists and Managers available on ESI Illuminations, and it now includes our expanded SMA offering! Meet the Strategists is available through normal channels using catalog #102764, or click here to view it now!
The Approved, Watch and Restricted mutual fund lists have been updated. See below for descriptions of the lists and links as well as training requirements.
APPROVED AND PROHIBITED ALTERNATIVE MUTUAL FUNDS The purchase of Alternative Mutual Funds that include inverse and leveraged strategies is not permitted. To assist with what funds may be purchased, there is an Alternative Mutual Fund Available List and a Watch List which is updated quarterly and may be found on the Agent Portal -> Products-> Investments -> Mutual Funds.
The Approved List is a list of approved alternative mutual funds that may be purchased (once training has been completed).
The Watch List is a the list of alternative mutual funds that the Firm is watching to determine if they may become prohibited in the future due to failing consecutive screens, (two consecutive quarters). If you recommend purchases on the list, please be aware that they may no longer be approved to purchase in the future.
The Restricted List is the list of prohibited alternative mutual funds.
BROKERAGE: If an attempt to purchase is ma de in a brokerage account, the purchase will be blocked.
DIRECT: If purchased in a direct, mutual fund, you will be contacted by Compliance after to work with your client to have any new investments directed to a non-alternative mutual fund or to one of the approved alternative mutual funds.
REMOVED FROM APPROVED LIST:If a fund is removed from the Available list (brokerage or direct), Compliance will contact you to let you know that the fund is no longer available for purchase and to work with your client to have any new investments directed to a non-alternative mutual fund or to one of the approved alternative mutual funds.
TRAINING Prior to purchasing approved alternative mutual funds, you must first complete required training in FIRE Solutions. The training may be accessed through FIRE Solutions: https://blaze.firesolutions.com/portal/login. The cost is $12.50. Once you have completed the course, please email your completion certificate to ESITrading@NationalLife.com and this training will be added to your profile.
QUESTIONS
If you have any questions or concerns regarding the alternative mutual fund lists, please contact ESI at 800-344-7437.
Starting on July 22, 2022, an enhanced version of the Previous Sales/Realized page will be available on Wealthscape and Wealthscape Investor. The new Previous Sales page will allow users to quickly assess overall summary and position gain loss information by account.
Key features include:
• Enhanced search options such as specific date range and view ‘since inception’
• New filter options include covered status and holding period when applicable
• Page details can be exported into a CSV file
• Ability to view lots for all positions by using the Expand All feature
To navigate to the refreshed page, click on ‘Previous Sales – New’ in menus. The existing ‘Previous Sales/Realized page’ will continue to be available for the next several months.
With the launch of the Entreda Cybersecurity platform last year, National Life took a big step forward in keeping our promise to protect you and your client’s sensitive information. We’ve seen some stellar Entreda scores for both Mac and Windows machines and are excited to see so many of you taking the correct steps to keep that sensitive information secure.
Protecting your client’s information is an ongoing process and we must continually evolve with the ever-changing landscape. Currently, the Entreda platform does not support Google Chromebooks. Chromebooks are popular in schools as they rely on an internet connection, are inexpensive and are easy to use devices. However, because they have not evolved into the business world yet National Life has made the decision to restrict Chromebooks from accessing the agent portal for those covered by Entreda. Fortunately, this represents a very small percentage of agent portal logins. This restriction will take place on August 1st 2022. After that time, you will need to use a Windows or Mac computer to access the agent portal. Android devices will continue to be supported and won’t be affected by this decision.
We are working with Entreda to provide coverage for Chromebooks in the future so that we can support a wide variety of devices as securely as possible. Thank you for your understanding and helping us keep our promise to you and your clients.
Take Your Communication to the Next Level with the FMG Email Suite, JUST APPROVED for Use! National Life has partnered with FMG Suite to launch a new email tool built to help you grow your business.
Now more than ever, clients and prospects are looking to you for guidance and financial advice. And there is no better way to communicate and build trust than through digital marketing. The FMG Email Suite can help you build, send, and manage the messages that will strengthen and sustain your client relationships.
National Life has negotiated competitive rates for the FMG Email Suite, which includes all of these features, and more…
Pre-Written Emails
Custom Email Builder
Email Tracking and Reporting
Automated Campaigns to keep your marketing engine running 24/7
Email Builder and Scheduler
Robust Email Library
Join National Life and FMG on Friday June 24 to see learn how easy it is to create, send, and manage email communications to clients and prospects.
The Premiere of National Life Email Suite, powered by FMG Suite Friday June 24 at 12 pm EST Click here to register!
These essential communication resources are proven to expand influence and strengthen client-advisor relationships, so don’t miss your chance to attend!
Can’t make it? No problem. Register anyway, and we’ll send you the replay afterward.
For more information on this solution and the rates, click here or call 1-858-251-2420.
As the end of April is rapidly approaching, we are excited to announce some enhancements coming to the Investigo platform. On April 29th Investigo will be releasing upgrades to their web-based application.
The account overview display is going to be enhanced to automatically calculate TWRR returns at a quick glance for the Advisor. These changes will appear at both the Group and the Account level pages. There will also be changes to the Group/Account Summary, Group/Account Breakdown, and the Activity Summary displays where the TWRR will now be displayed. (Please note – some accounts are not eligible and will be marked as such with an *)
The Client Access Maintenance page has received a new look and design to make the process more user friendly and consistent with the rest of the platform’s interface. The overall fields will remain the same, but you will be able to quickly navigate through the client access profile using the navigation menu on the left-hand side. The information will now be displayed on various panels.
Lastly, there will be minor changes to the Time Weighted Rate of Return (TWRR) calculation methodology. The new calculation method is more commonly used throughout the industry and will reduce the impact of the return when larger positive flows that are significantly larger than the account or portfolio occur. The overall impact will be minor and will provide results more quickly, reducing the wait time for reports.
If you have any questions, please reach out to Investigo Support at 866-209-2440 or contact Matthew Crowley at 802-229-3025.
From Fidelity: Consistent with Important Notice IN 21W-216 and Microsoft’s announcement to retire Internet Explorer 11 (IE11), access to the Wealthscape platform will be blocked on April 29, 2022.
The use of a modern browser, such as Google Chrome or Microsoft Edge, will ensure users are able to experience the latest functionality and platform enhancements designed to drive efficiency, propel growth, and deliver client value.
The below error message will display on the login page to users who launch Wealthscape or Wealthscape Investor using IE11.
Error: We detected you are using an old or unsupported browser. For your security, access was restricted. Please use one of our supported browsers.
SSO: Firms that utilize Single Sign-On should consider taking action to notify users who will not see this message when logging into the portal.
For investment professional use only. Not authorized for distribution to the public as sales material in any form. Enhancements and deployment dates are subject to change. Screenshots are for illustrative purposes only. The content provided herein is general in nature and is for informational purposes only. This information is not individualized and is not intended to serve as the primary or sole basis for your decisions as there may be other factors you should consider. You should conduct your own due diligence and analysis based on your specific needs.
Information provided in this document is for informational and educational purposes only. To the extent any investment information in this material is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for you or your client’s investment decisions. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.
