4 Steps to Find Opportunities in Your Book
Access the Plan to Pie tool through My Homepage under the Advice and Guidance section.
Go to "Advanced View" at the top of the page
Click on "View by Asset Class"
Review the under/over allocation bar chart of commonly underweight asset classes. Generate a list of clients by clicking on the under/over allocation bar next to the respective asset class.
What is it?
Wells Fargo Advisors tool designed to identify where clients are tracking relative to their goals.
Why is it important?
Easy-to-use interactive “book” level report that includes all Envision Plans of Record.
Hartford Funds in Commonly Underweight Asset Classes
Intl Fixed Income
Emerging Market Debt
All investments are subject to risks, including possible loss of principal.
Investors should carefully consider investment objectives, risks, charges, and expenses of Hartford Funds before investing. This and other information can be found in the prospectus, which can be obtained by calling 888-843-7824 (individual) or 800-279-1541 (institutional). Investors should read them carefully before investing.
Hartford Funds are underwritten and distributed by Hartford Funds Distributors, LLC.Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo & Company and provides investment advice to Wells Fargo Bank, N.A., Wells Fargo Advisors and other Wells Fargo affiliates. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Envision is a registered service mark of Wells Fargo & Company and used under license.
CAR# 0815-02304CAR 1015-03963