![]() ![]() Also, types of Celebration goals can be entered as recurring goals. ![]() Goals: State-specific Health Care goal costs can be adjusted in the year a client moves during retirement, instead of using the new state's costs for the entire plan.New Entity Section: This section will enable advisors and their clients to add information about trusts, charities, and businesses in plans.Appearance of vested amounts of awards within Net Worth.Simplification of Exercise Strategies to At Vesting, At Expiration, and Custom. ![]() Automatically populated vesting schedules based on vesting frequency.Annual, semi-annual, quarterly, and monthly vesting options.Ability to specify the number of shares per vesting period.Employer Awards: This new section has replaced Stock Options and Restricted Stock, and offers new features such as:.These earmarking advancements will also apply to deterministic results (Average Return, Bad Timing) and iterative results (Probability of Success). Accordingly, Envestnet | MoneyGuide's goal funding logic has also been updated, so that when a goal is funded, resources assigned to the goal expense, assigned to all goals, and assigned to other goals will apply. Advanced Earmarking with Monte Carlo: This enhancement enables the Probability of Success calculation to consider investment asset, retirement income, and other resource earmarking assignments."In the wake of recent market volatility, advisors can utilize the Envestnet | MoneyGuide platform's capabilities to digitally re-engage clients around planning, as well as work with new clients and prospects-including next-generation recipients of wealth transfers-on sticking to a defined plan over time that can give them both confidence and peace of mind."Īdditional highlights from Envestnet | MoneyGuide's latest generational release include: ![]() "These ongoing updates to our comprehensive financial planning suite give advisors quality data and actionable insights into their clients' financial lives," said Kevin Hughes, Chief Growth Officer of Envestnet | MoneyGuide. The release includes the rollout of a Goals-Based Planning digital experience, which can align investment strategies with specific goals and streamline their implementation. Our goal is to make it easier for advisors to develop deeper client relationships and expand their services to all clients and prospects-regardless of their wealth, stage in life, or complexity of their finances-through digital financial planning experiences," said Rose Palazzo, Group President, Envestnet Financial Planning. "This generational technology release delivers enhancements across our platform that support core functionality and also lay a foundation for continuous financial planning enhancements to the platform." "There has arguably never been a more important time for an emphasis on financial planning, and we consistently update our offering to set the pace of planning technology. Featuring updates across its financial planning platform, the release supports forward-thinking advisors who are seeking to deliver personalized and relevant planning experiences. To facilitate a more seamless experience for advisors whose practices incorporate financial planning, Envestnet announces the rollout of its latest Envestnet | MoneyGuide generational technology release. Is this generation prepared to plan for and manage this colossal transfer of wealth? As these data points collide, financial planning considerations have become front and center in many of today's advisor/client conversations. ![]()
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