Envestnet updates ‘financial wellness’ app

By Thu, Jul 25, 2019

The updated service involves a set of educational modules called MyBlocks, which plug into MoneyGuidePro. Advisors could employ it as the 'robo' part of a hybrid digital/human advisory model.

Already a subscriber? Log in here

This article is FREE for you...

Create a free account to access this article and get more Retirement Income Journal information sent to you by newsletter.

Or, subscribe now for unlimited access and a free book sent to you!

By submitting your email address you agree for Retirement Income Journal to send you communication by email