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Sample of insights surfaces:
Trending insights
Active planning
opportunities
Held-away asset
opportunities
Potential revenue
opportunities
Insights by advisor
Access intuitive dashboard views in MoneyGuide that highlight planning activity, key metrics, and usage trends to deliver even
more meaningful, results-driven advice.
A planning insights tool
For illustrative purposes only. Not based on actual client data.
Plan analytics in Envestnet MoneyGuide
