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Financial Planning > Behavioral Finance

Envestnet Investor Suite

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The Envestnet Investor Suite give advisors a complementary set of configurable modules that allow investors to aggregate their personal finances with their financial investments to obtain a holistic view of their wealth. Through innovative and intuitive technology, modules include a configurable digital storefront for opening an account as well as Financial Wellness Solutions powered by Yodlee that include Budgeting, Cash Flow and Net Worth to name a few.