Envestnet Goal-based Planning

Envestnet Goal-based Planning is a financial planning tool designed to help wealth management advisors create and manage client investment goals. It provides a structured approach to financial planning by focusing on clients' specific objectives and timelines.

The platform integrates data and analytics to support advisors in delivering personalized advice and monitoring progress towards financial goals. It is part of Envestnet's suite of wealth management solutions aimed at enhancing advisor efficiency and client engagement.