Today, helping investors achieve their financial goals requires more than offering investment advice alone. Financial advisors need to be equipped to offer advice on their clients’ entire financial wellness picture—budgeting and planning, investing, managing credit and protection. An advisor’s value will be determined by how well they meet these needs and their ability to offer holistic solutions in a single consolidated plan. Providing value to clients goes beyond investment portfolio performance; it’s about showing how financial wellness solutions extend to all aspects of their financial futures so you can help them:
- Have control over day-to-day and year-to-year finances
- Have the capacity to absorb financial shocks
- Stay on track to meet their financial goals
- Have the financial freedom to make the choices that allow them to enjoy life
How can we help you deliver financial wellness?
By providing you with a single, consolidated platform that empowers financial advisors and enterprises to advise on all financial aspects.
At Envestnet, we focus on building a seamless-integrated-network of tools that provide advisors with the choice, control, convenience and transparency they need to help deliver a full life cycle of advice to their clients, so that achieving financial wellness can be possible.
We are dedicated to equipping financial advisors with:
- Data to support intelligent advice
- A fully-integrated-single platform experience with access to a full spectrum of financial planning tools
- Comprehensive financial wellness solutions that enable advisors to help clients meet their goals
What does Envestnet leadership have to say about financial wellness?
Interested in hearing more about how Envestnet technology and resources drive the evolution of advice?