The 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.
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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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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.
The Intelligent Financial Life
Data and Analytics
Turn data into intelligence, powering plans, experiences, and opportunities.
  • Aggregate data from across a client's financial life with Envestnet | Yodlee
    Envestnet | Yodlee
  • Transform data into opportunities using actionable insights from Envestnet Data and Analytics
    Data & Analytics
WealthTech
Run your business.
Solutions
Optimize client portfolios and your practice.


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

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All images for illustrative purposes only. Not based on actual client data. ©2022 Viacom Inc. Created by Stephen Hillenburg.