If you are already using MyBlocks™ with your clients, you know how powerful client-led planning can be. MyBlocks™ is an interactive financial planning tool that makes complex financial topics fun and easy to understand.
We are excited to highlight three new MyBlocks enhancements available now:
- HSA block – see how personal and employer contributions to your HSA can help you save for retirement
- Impact Assessment block – align your portfolio with your values by minimizing exposure to individual companies or entire industries whose business practices conflict with your personal convictions
- Next Best Dollar block – designed to help younger investors quickly identify how to best distribute their money and maximize each dollar they put towards their goals
These new blocks can help advisors prospect and go after the next generation of investors. Here’s Rose Palazzo, Group Head of Envestnet | MoneyGuide, with more:
Your Envestnet Enterprise or Regional Consultant is ready to assist you with more information and insight into how you can leverage these changes or access new offerings.
Join us to learn more!
Register to attend our webinar on Thursday, May 19th at 2pm EST to learn more about the full range of updates.
And don’t forget to follow us on Twitter and LinkedIn for updates and to learn how to help your clients live an Intelligent Financial Life.
The information, analysis and opinions expressed herein are for informational purposes only and do not necessarily reflect the views of Envestnet. These views reflect the judgment of the author as of the date of writing and are subject to change at any time without notice. Nothing contained in this piece is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.