Envestnet

The intelligent financial life

Authored by Bill Crager, “The Intelligent Financial Life” serves as a compelling view of the needs of consumers and the new framework that is need to achieve and the role Envestnet will play. Here some topics we will look at in this piece:

• Look at your finances through the Intelligent Financial lens.
• Financial wellness requires balance between daily finances and long-term goals.
• The pandemic has created a more digitalized space for consumers.
• Mental wellness and financial wellness go hand-in-hand.

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