Envestnet Offering its Financial Planning Tool for Free
With MyBlocks, investors work with an adviser.
Envestnet | MoneyGuide is offering its MyBlocks financial planning tool for free so consumers can work with an adviser to explore planning solutions.
The tool will be available for free for clients and prospects for the next 90 days. Envestnet will also provide employees of its enterprise and registered investment adviser (RIA) customers with free access to MyBlocks during this period.
Envestnet named its tool MyBlocks because it breaks down financial wellness topics into bite-size modules, or “blocks.”
“While we cannot manufacture masks or ventilators, we want to do our part to help as many Americans as possible during this time of crisis,” says Bill Crager, CEO of Envestnet. “We are providing the broader adviser community with free access to our MyBlocks planning tool to help more people across the country navigate through this turbulent time.”