RICHMOND, Va., Oct. 21, 2020 /PRNewswire/
-- After launching plan analytics earlier this
year, Envestnet | MoneyGuide is now offering Plan
Analytics Premium, an add-on component that takes the data sifting
and visualization capabilities of the current version to the next
level. The premium version is available to new and existing
MoneyGuide subscribers, including users of
MoneyGuideOneSM, MoneyGuidePro®, and
MoneyGuideEliteSM.
In addition to the smart, efficiently produced analysis provided
by the plan analytics offering, Plan Analytics Premium gives
advisors access to the Plan PulseTM and Client
Opportunities features. (A third feature, Recommendations, or
actionable advice on next steps for the advisor to take, is
included in the package and is coming soon after this release.)
- Plan Pulse™: Auto-updates a plan's Probability of
Success on a weekly basis. Advisors can easily filter by the
Monte Carlo meter and take
immediate action if needed. Plan Pulse™ will calculate the
Probability of Success for clients with plans that meet a certain
threshold of account integration.
- Client Opportunities: Segments plan data into actionable
lists based on a number of data-sets that identify opportunities to
engage with clients. For example, an advisor can see clients who
are close to retirement age, listed in order of status, or group
clients in other age brackets to identify related opportunities,
including insurance, health, and lending.
- Recommendations (Coming Soon): Makes smart list
functionality even simpler. For example, it mines and surfaces key
data and pushes ever-changing recommendations on portfolios the
advisor might target/address to ensure they don't miss a chance to
give great advice.
"Since we launched the planning analytics tool earlier this
year, we have been hearing a resounding request from our clients,"
said Tony Leal, President of
Envestnet | MoneyGuide. "And that is, they want more of it.
This premium version is our answer; it does even more of the 'heavy
lifting' for advisors who use MoneyGuide and empowers them to
quickly identify new opportunities for helping their clients
achieve financial wellness. For example, an advisor can be alerted
to which clients may benefit from having a conversation on life
insurance options"
For more information on this new offering, interested parties
can attend a webinar on Tuesday, October
27 and Thursday, October 29 at
4:00 PM ET by signing up
here: https://attendee.gotowebinar.com/rt/3745660493172161808
About Envestnet
Envestnet, Inc. (NYSE: ENV) is transforming the way
financial advice and wellness are delivered. Our mission is to
empower advisors and financial service providers with innovative
technology, solutions, and intelligence to make financial wellness
a reality for everyone. Over 103,000 advisors across more than
4,900 companies including 16 of the 20 largest U.S. banks, 46 of
the 50 largest wealth management and brokerage firms, over 500 of
the largest RIAs, and hundreds of FinTech companies, leverage the
Envestnet platform to grow their businesses and client
relationships.
For more information on Envestnet | MoneyGuide, please
visit www.moneyguidepro.com and follow us on Twitter
at @ENVMoneyGuide or LinkedIn.
Media Contact:
Dana
Taormina
JConnelly for Envestnet
973.647.4626
envestnetpr@jconnelly.com
View original content to download
multimedia:http://www.prnewswire.com/news-releases/envestnet--moneyguide-now-offering-premium-version-of-plan-analytics-301156720.html
SOURCE Envestnet | MoneyGuide