RICHMOND, Va., Aug. 2, 2021 /PRNewswire/ -- Envestnet |
MoneyGuide announced the launch of My Plan Builder, a new category
of six blocks in its MyBlocksSM series that can serve as
an on-ramp to planning for advisors and their clients.
The new blocks within the category are named Your Goals,
Retirement Income, Investment Assets, Other Assets, Loss Tolerance
and Play Zone®.
"These six blocks make up My Plan Builder, which is accessible
to advisors and their clients from inside of the
MyBlocksSM universe," said Tony Leal, President of Envestnet |
MoneyGuide. "The idea of a comprehensive financial plan can
sometimes overwhelm clients, as there are many pieces to the
puzzle. With My Plan Builder, we simplified the process of getting
clients over the starting line. These engaging and easily
digestible blocks ask for the basic info needed to help begin
building a quality financial plan. They can then work with their
advisor, who can take it over while leading clients to financial
wellness."
Advisors who subscribe to MyBlocksSM can share this
new offering with clients. To get started, only a minimum amount of
information is needed, such as ideal retirement age and where a
client aspires to live in retirement. Advisors can also use the
data collected within these blocks to update existing financial
plans in MoneyGuide, for those clients who already have one.
While there are six blocks in total, clients only need to fill
out the first three – Your Goals, Investment Assets and Loss
Tolerance – to give their advisors what they need. Clients view
their financial plan results in the Play Zone Block, which focuses
on the planning factors that they can control to help ensure their
financial future.
For more information on My Plan Builder, interested parties can
attend a webinar on Thursday, August
5, at 2:00 PM EDT, by signing
up here:
https://attendee.gotowebinar.com/register/3651334496281092622
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 106,000 advisors
across more than 5,200 companies—including 17 of the 20 largest
U.S. banks, 47 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
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SOURCE Envestnet | MoneyGuide