16
© 2021 Envestnet, Inc. All rights reserved.
Complete view of protection, loans,
investments, and future payments.
This new environment is rolling out to our clients in 2021 and will position advisors and firms to
offer the integrated financial future ... now. The many parts of your clients' financial lives will
come together, supporting them each week and into the future. As they add information, as
they ask questions and find answers, the connectivity they establish will increasingly provide
benefits for them. One aspect of their financial picture influences the other; the intelligence
that's created becomes exponential, the services they access will broaden, and while they
create dozens and dozens of financial relationships outside their engagement with you and
your firm, you provide the connected center. Engineered by using data to fuel software,
creating intelligent insights as these work together and connect to the universe of solutions
that are adapted and balance the expanding needs and expectations of every person.
Accessible and digestible tools engage
consumers and answer the questions they have.
