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© 2024
Envestnet, Inc. For investment professional use only. Not based on actual client data - for illustrative purposes only.
A Proposal Generation Tool that connects your
financial plan to Envestnet solutions
Our powerful Next Generation Proposal Tool provides you and your client with a simplistic digital experience
when implementing or updating financial plans.
Our Proposal Generation tool effortlessly builds and generates your required documents into one easy to
follow package. This can include your proposal document, investment selections, custodian forms and more.
With real time monitoring, you can keep track of your client's finalization progress. With the simplistic
workflow, you will:
1. Establish the client profile - set risk tolerance and enter current assets.
2. Build the investment strategy and select products.
3. Implement the proposed investments.
4. Review the proposal summary and client documents.
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With one final click, our system dynamically creates a custom workflow for your client. Once created, you
can review, edit or view completed proposal in one centralized location.
Here's a closer look at our streamlined Proposal Generation Tool:
Proposal Overview
