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Envestnet Offers Complimentary Access to MyBlocks Planning Tool by MoneyGuide

Helping More Americans Plan for the Future and Work Toward Financial Wellness During Time of Crisis

The world has changed due to the COVID-19 outbreak, and the pandemic has had a dramatic impact on Americans’ financial lives. Envestnet, announced a special free offer of its MyBlocks financial planning tool, by Envestnet | MoneyGuide, to give consumers access to planning solutions that they can explore on their own through a financial advisor.

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Advisors within the financial services community can make MyBlocks available for free to clients and prospects for the next 90 days. Envestnet will also provide employees of its enterprise and RIA customers with free access to MyBlocks during this period. MyBlocks is a leading digital client engagement tool that breaks down key financial wellness topics, such as retirement planning and protecting your family, into bite-size modules, known as “blocks.” These interactive modules allow clients to explore their financial lives on their own and discover answers to questions they may have. Advisors can then utilize this information to begin financial planning conversations.

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“While we cannot manufacture masks or ventilators, we want to do our part to help as many Americans as possible during this time of crisis,” said Bill Crager, CEO of Envestnet. “We are providing the broader advisor community with free access to our MyBlocks planning tool to help more people across the country navigate through this turbulent time.”

Envestnet is also providing complimentary 90-day access to Envestnet | Yodlee data aggregation to enable the availability of Envestnet | Yodlee FinApps within MyBlocks. Clients can construct a full picture of assets, liabilities, and other financial information—and have the ability to track finances to evaluate and forecast future expenses and income, measure their financial health, and answer questions such as, “Is it okay to spend?”

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