On April 27th, all ESI advisors will be “switched-over” to the Envestnet NextGen Proposal tool – the fastest way to build and present investment strategies for your advisory clients.
The new system has been optional within the proposal generation step for an extended period of time. Initially, this rollout was scheduled for the end of 2023. During the 4th quarter of 2023, ESI Operations contacted all advisors that had utilized the “legacy proposal system” during the calendar year and communicated the upcoming switch-over. Envestnet also hosted a recorded Webinar during the fourth quarter, which can be accessed here:
Envestnet – Next Generation Proposal (vimeo.com)
There are numerous training resources available within the NextGen proposal tool, by clicking on the Help Center, after you select the “Create Proposal” option. Within the Help Center, there are step-by-step instructions, with screenshots, that cover every step of the new proposal functionality.
Over the next month, ESI Operations will be manually reaching out to advisors that have utilized the legacy system during the 2024 calendar year to run 3 or more proposals. It is strongly recommended that you begin using the NextGen proposal tool now to determine if you require any assistance prior to the cutover date on April 27th.
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