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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?

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