Holistic Wealth Planning Solutions

The Envestnet Platform, coupled with Envestnet | Yodlee capabilities provides advisors and their clients full access and complete control of finances from one easy-to-navigate dashboard available across all digital channels (desktop, tablet, and mobile). Not only can advisors ensure they are managing the accounts with which they have discretion, but they can offer a 360-degree view to clients as well. By leveraging the tools to deepen collaboration with clients, advisors can develop appropriate investment strategies, build lasting relationships, and bring more assets under management.