Bring it back
Please bring back the option to select a previously selected account in the same deposit. So much wasted time when entering multiples and different deposit codes. Ex employee contribution/employer contribution
KKLD2024
So easy!
Makes life so much easier. No need to spend an hour driving into the office
Mmine-e
Position search
I wish the system could be set up to search for all the accounts positions in a single stock from one clients position screen
Ttvth996
Not great
Awful app. Can’t really do or see anything. App is supposed to create functionality on the phone and it basically does nothing.
DRDan Riso
Needs updating
This system is so outdated. To do equity trades it’s still buy the shares not by the price. So for client calls and says I want $10,000 of XYZ stock. You literally have to use a calculator and just hope you time it right with market fluctuation to place the trade. Also, it still works on individual accounts instead of households so if I wanna look at a client and their spouses accounts I have to back-and-forth. There’s no way to update fee based accounts without bouncing back-and-forth between wallscape and Envestnet. It’s really not good if you’re trying to do financial planning or any type of serious wealth management.
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R2Redfish Roadie 22
