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Envestnet Service Requests Integration

Contents

Introduction

The Service Request report shows a summary of all Envestnet service requests for a selected date period.

From within the report, you can:

• Click an individual client name to use context-sensitive linking to directly open the corresponding Envestnet client page.

• Click Request to use context-sensitive linking to directly open the corresponding Envestnet Service Request page.

• If allowed by permissions, export data as a CSV.

You can click any link in the Request column to open the Envestnet Service Request page, or click any link in the Client column to open the Envestnet Investments page for that client.

For more information about the Envestnet platform integration, see Envestnet Managed Products Integration.

Access

If enabled, you can access Service Requests in the Accounts menu under Envestnet.

Enrollment

If your firm has not been enabled for this feature and would like to be, please contact the Account Management team at TamaracAM@envestnet.com.

Permissions

Both administrators and non-administrators with integration enabled will be able to use the direct SSO integration available on the menu bar.

Administrators will see this report by default when integration is enabled for them. Non-administrators must have the Reports | Service Requests permissions added to their roles on the User Management page.

Dynamic Service Requests Report

To run the dynamic Service Requests report:

1. On the Reports menu, under Custodian Reports, click Service Requests.

2. If you want to customize the report, click Edit.

3. Complete any of the following information:

   

   Report Setting	More Information
   Report name	The name you type in this box will appear in the Report View list. All users who have viewing permissions see it.
   Date period	Choose the date period you want to use for the report. If the date period you want does not appear in the list, you can add your own date periods. For more information, visit Dates and Date Periods.
   Service requests per page	Determines the number of service requests you will see on the page when you open the report.
   Available/Selected columns	Choose the columns you want to appear on the report.   To add a column to the list, in the Available columns box, click the column you want to add and then click >. To remove a column from the list, in the Selected columns box, click the column you want to remove and then click <. To add all available columns to the list, click >>. To remove all columns from the list, click <<. Use the˄ and ˅ buttons to arrange the columns on the report.
   Dashboard view	Allows you to select how many service requests should display in your dashboard report.

4. Click Save.