Envestnet, based in Powhatan, VA, is a comprehensive financial planning platform that offers a range of solutions, including MoneyGuidePro, MoneyGuideElite, Wealth Studios, and MyBlocks. With dynamic configurations and interactive features, Envestnet helps financial advisors engage clients through micro and holistic planning experiences, addressing complex financial topics and demonstrating advanced estate planning strategies.
Envestnet's goal is to help clients define and prioritize their financial goals, providing them with control and choice in their financial future. Through ongoing advisor-client collaboration and a familiar user interface, Envestnet's MyBlocks tool facilitates ongoing engagement and collaboration, allowing clients of all ages and financial situations to set realistic expectations and discover powerful answers to complex questions.
Generated from the website