What You Need to Know
- Carson Group-affiliated advisors are gaining access to the full suite of MoneyGuide solutions.
- The planning tools include MyBlocks and Wealth Studios advanced estate and legacy planning.
- Carson Group already integrated with Envestnet's Yodlee software platform.
Carson Group-affiliated advisors will soon gain access to the full suite of Envestnet | MoneyGuide solutions as part of Carson’s decision to integrate with the financial planning software.
The planning solutions include the MyBlocks suite of planning tools, which advisors will be able to access within their existing Salesforce and Client Portal experience, Carson and Envestnet said in a joint announcement on Tuesday.
Envestnet’s Wealth Studios, which provides detailed cash flow planning reports and advanced estate and legacy planning tools, is also being made available to Carson-affiliated advisors serving high-net-worth and ultra-high-net-worth clients.
The integration “further optimizes” Carson Group’s existing integration with Envestnet | Yodlee, whose Investment Data Enrichment helps Carson advisors recognize opportunities for their clients, the firms said.
“By engaging with Envestnet | MoneyGuide, we are now providing our partners with seamless access to industry leading, innovative financial tools and calculators that can empower them to give instantaneous and even more powerful advice to clients that addresses their entire financial life,” according to Ron Carson, founder and CEO of Carson Group.