Issue link: https://resources.envestnet.com/i/1527485
Credit Credit solutions, such as lines of credit or loans secured by the portfolio, can provide investors with additional liquidity and flexibility to manage their finances. These products can help investors meet short-term cash flow needs, make strategic investments, or take advantage of market opportunities. Envestnet Credit Exchange allows advisors to access credit for their clients, offering a range of loan options that can be secured by the client's investment portfolio. Credit Exchange can help advisors offer their clients additional liquidity and flexibility, while also providing a way to manage their cash flow needs within the context of their overall portfolio. Trusts Trusts can also play a role in an investment portfolio by providing estate planning and wealth transfer solutions. Trusts can help investors pass on their wealth to future generations while minimizing taxes and preserving assets for their intended beneficiaries. Trucendent provides a range of services to financial advisors, including investment management, financial planning, and client engagement tools. Trucendent can help advisors offer their clients a more comprehensive and personalized experience, while also providing access to a range of investment strategies and products. Health Health solutions, such as health savings accounts (HSAs) or long-term care insurance, can help investors manage healthcare costs in retirement and ensure that their portfolio is not depleted by unexpected medical expenses. HealthPilot is a digital platform that helps individuals manage their healthcare costs and navigate the complex healthcare system. HealthPilot can provide investors with additional support and resources for managing their healthcare expenses, ensuring that these costs do not negatively impact their overall financial plan or investment portfolio. Alternatives and Structured Products Other alternative investments, such as real estate, private equity, hedge funds, and structured products can also play a role in an investment portfolio by providing additional diversification, defined outcomes and/or potentially higher returns. These investments can help investors achieve their financial goals while managing risk through exposure to different asset classes and investment strategies. In partnership with iCapital and UBS, Envestnet offers a range of alternative investment options that can deliver on these goals. These wealth solutions can provide additional diversification, risk management, and liquidity while also providing more efficient and streamlined ways to manage and track these solutions within the portfolio. © 2023 Envestnet, Inc. All rights reserved. For one-on-one use for client's Financial Advisor only. 18