Financial Planning

Empower your clients to be active participants in the planning process with interactive engagement tools to help make their dreams a reality.

Envestnet Financial Planning

Make your clients’ money more powerful with intelligently connected plans

The first step toward the Intelligent Financial Life™ is a plan. By enabling you to collaborate and communicate advice in a way that your clients understand, Envestnet helps you gain deeper adoption and better outcomes. That means more opportunities for business growth, and more opportunity to support a broader set of clients. 

Experience financial planning done differently
Comprehensive

From foundational to sophisticated planning, easily engage clients through micro and holistic experiences.

Co-creative by design

Our ecosystem allows you to effectively collaborate with clients in the creation and upkeep of their plans.

Configurable

Dynamic configurations enable you to build and scale your ideal financial planning offering.

Deliver financial plan

Deliver financial planning to more clients with our offerings

FEATURED CAPABILITY

Interact with your clients’ lifestyles

Play Zone® is a unique interactive feature of our financial planning software that allows you and your clients to vary plan elements that are within their control—like retirement age or goals and savings—and immediately see the impact those changes will cause.

Find the right combination of capabilities, features, and controls for your business

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Used, trusted, and ranked the #1 planning software by the financial advice industry

  • 70% of top 20 U.S. banks
  • 75% of top 20 IBDs
  • 60% of top 20 insurance-owned BDs
  • 270+ integration partners
Source: 2023 T3/Inside Information Software Survey

CASE STUDY

How a national bank averaged 300+ referrals per week

After launching MyBlocks, Envestnet’s interactive client-led planning tool, KeyBank unlocked a new way to engage their mass affluent retail clients.

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See the industry's #1 financial planning software in action

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