1 © 2025 Envestnet, Inc. All rights reserved.
Wealth Studios
As the one of the leading estate planning solutions*, Wealth Studios allows advisors to interactively model advanced estate planning
strategies, address client cashflow questions, and model dynamic net worth over time.
Cashflow planning can be viewed at a high level and quickly show how strategies can impact the client's assets and drill down to the
cashflow detail as needed.
Advisors can even demonstrate the transition of wealth between generations, the impact of establishing trusts, and the potential
benefits of various gifting strategies.
Transform the way your clients view and interact with their
finances using Wealth Studios.
For illustrative purposes only. Not based on actual client data.
* T3 2025 Tech Survey
