Envestnet Brochures

2 © 2025 Envestnet, Inc. All rights reserved. Top Features of Wealth Studios Detailed Cash Flow Offer clients an interactive and detailed view into their cash flow before and during retirement. Drill down into the details on a year-by-year basis or summarize the cashflow in a five-year view. Identify planning opportunities to increase positive cashflows or reduce income taxes. Total Net Worth A breakdown of projected Net Worth on an annual basis is available for you to drill down by asset type and individual asset balances. See how debt and asset appreciation impact Net Worth overtime or model advanced estate planning strategies (trusts, personal exclusion sunsetting, etc.) Family Tree The Family Tree flow chart view overlays the flow of assets between heirs and entities at each of their projected deaths and updates live with the modeling of strategies and recommendations. Fairness Planning Illustrate all prior and future gifts, bequests, inheritance, and other monetary transfers being given to heirs. This feature displays any "equalization needs" among heirs so that you can show clients how to equalize and distribute their assets effectively. Scenario Builder Create and compare up to 6 scenarios at a time. A single strategy can be used in multiple scenarios, like selling a business for different amounts. Easily mark a scenario as the recommended scenario. Scenario Comparison Quickly identify the impact of scenarios on key planning metrics including, Monte Carlo Results, Taxes, Net Worth, Amounts to Heirs and more. Results for all scenarios can be printed. Wills Will designations include primary and contingent recipients of any assets that do not have designated beneficiaries. Final Bequests of cash or specific assets can be assigned. Trust Strategies Available to model clients' estate plan that include Joint Revocable Trusts, Spousal Access Trusts, Charitable Trusts, GRAT, IDGT, with many more in development. Learn more Contact us at TryUs@moneyguide.com or 800-841-5312.

• Cover