Logix Financial Planning

Clients today are tech-savvy, more educated, and more demanding. They expect personalized and customized financial advice. Envestnet’s Logix financial planning solution can help advisors create holistic plans with greater ease, monitor them effectively, and engage clients in a meaningful way.

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.