Envestnet's financial planning software is a comprehensive solution designed to help financial advisors create, deliver, and manage personalized financial plans for their clients. The platform offers interactive engagement tools, collaborative features, and data-driven insights to empower clients in their financial decision-making process while enabling advisors to provide more effective guidance.

Key Features

Interactive Planning Tools Engage clients with dynamic financial planning tools

• Play Zone® feature allows real-time adjustments to plan elements
• Visualize impact of changes on financial goals and outcomes

Collaborative Platform Foster advisor-client cooperation throughout the planning process

• Shared access to financial plans and data
• Easy communication and plan adjustments

Comprehensive Planning Capabilities Address various aspects of financial planning

• Retirement planning
• Goal-based planning
• Cash flow analysis
• Estate planning

Benefits

Enhanced Client Engagement Improve client participation and understanding of financial plans

• Interactive tools make complex concepts more accessible
• Clients can explore different scenarios independently

Increased Efficiency for Advisors Streamline the financial planning process

• Automated calculations and projections
• Integration with other financial tools and data sources

Business Growth Opportunities Expand service offerings and client base

• Ability to serve a broader range of clients
• Increased referrals through improved client satisfaction