Intelligent Financial Life

Posted Monday, July 11, 2022

Help any client live an Intelligent Financial Life™

Envestnet’s connected ecosystem of tools can help you make sense of anyone’s finances, even Mr. Krabs. What’s his Anchor House worth? How much does it cost to insure the Krusty Krab? Watch the video to see how an advisor uses our technology to get to the bottom of it all.

Explore the client portal for yourself

Try out the new Envestnet Client Portal for yourself in this interactive demo. Take a deep dive into Mr. Krabs’ imagined finances to see how clients can make sense of their own financial pictures with easy-to-use dashboards and data.

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Interactive Assessment

Are you delivering an Intelligent Financial Life? This test will tell you.

Envestnet partnered with research group Aite-Novarica Group to see how we could measure the effectiveness of advisors in delivering financial wellness to their clients. This goal of an Intelligent Financial Life guided the development of our interactive score.

It’s a valuable tool for advisors in identifying areas of strength and weakness and can help start a conversation around how to provide improved financial wellness for clients and advisors’ practices.

What's Your Score?

Whitepaper

The Intelligent Financial Life: The Unexpected Intersection Between Technology, Clarity, and the Human Connection

Our latest report, The Intelligent Financial Life National Study, explores how clients' attitudes toward financial advice, technology, and behaviors differ from one generation to the next.

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Help your clients navigate their financial waters

Managing finances can feel like you're lost at sea. You can help guide your clients toward an Intelligent Financial Life with our suite of solutions. Use connected data, a technology suite, and products and services to help them right the ship.

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Get Connected

Want to see how Envestnet is making the Intelligent Financial Life a reality?

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