Help any client live an Intelligent Financial Life™
Envestnet's connected ecosystem of tools can help advisors make sense of every client's finances. Watch the video to learn what the Intelligent Financial Life™ means to us at Envestnet.
Help your clients navigate short and long-term finances
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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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?
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.
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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