Envestnet | MoneyGuide Now Offering Premium Version of Plan Analytics
In addition to the smart, efficiently produced analysis provided by the plan analytics offering, Plan Analytics Premium gives advisors access to the Plan PulseTM and Client Opportunities features. (A third feature, Recommendations, or actionable advice on next steps for the advisor to take, is included in the package and is coming soon after this release.)
- Plan Pulse™: Auto-updates a plan's Probability of Success on a weekly basis. Advisors can easily filter by the
Monte Carlometer and take immediate action if needed. Plan Pulse™ will calculate the Probability of Success for clients with plans that meet a certain threshold of account integration.
- Client Opportunities: Segments plan data into actionable lists based on a number of data-sets that identify opportunities to engage with clients. For example, an advisor can see clients who are close to retirement age, listed in order of status, or group clients in other age brackets to identify related opportunities, including insurance, health, and lending.
- Recommendations (Coming Soon): Makes smart list functionality even simpler. For example, it mines and surfaces key data and pushes ever-changing recommendations on portfolios the advisor might target/address to ensure they don't miss a chance to give great advice.
"Since we launched the planning analytics tool earlier this year, we have been hearing a resounding request from our clients," said
For more information on this new offering, interested parties can attend a webinar on
View original content to download multimedia:http://www.prnewswire.com/news-releases/envestnet--moneyguide-now-offering-premium-version-of-plan-analytics-301156720.html