System Functionality. (i) Major function: A platform function that is necessary for a financial advisor or a home-office administrator to support the activities of proposal generation and account management. Examples include the ability to create an investment proposal, trade an advisor-directed model, or access core performance reports. (i) Minor function: Any non-major function. Work-around: An alternate approach to operating the software that does not require a significant number of additional steps.
Appears in 3 contracts
Sources: Platform Services Agreement, Platform Services Agreement (Envestnet, Inc.), Platform Services Agreement (Envestnet, Inc.)