Logix financial planning is fully integrated on the Envestnet platform and spans simple goals-based investing to comprehensive financial planning. Our flexible goals-based and cash-flow-based financial planning tools—coupled with the platform’s investment solutions, portfolio analytics, account servicing, and reporting capabilities—enable advisors to deliver a comprehensive solution aligned with their value proposition. Best of all, advisors can generate robust plans and proposals in less time and continuously engage with clients on an end-to-end wealth management platform.
Embedded planning tools for advisors and their clients
- Adoption - The integrated solution can extend your client reach.
- Workflow - Complete all client-focused efforts in one place—from planning, creating proposal, to account opening.
- Engagement - Enhance client communication with the right data and information through the Envestnet Client Portal.
- Reporting - Access up-to-date reports online that track progress towards financial goals.