Driving Better Outcomes with Financial Planning

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Driving Better Outcomes with Financial Planning

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Logix Financial Planning
END TO END INTEGRATION

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Integrated Fiduciary Platform
Dynamic
Client Portal
Financial
Planning
Account
Opening
Portfolio
Construction
Goal
Monitoring
Client &
Advisor
Compliance
Tools
Data
Analytics
Enterprise
Business
Development

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Goal Based Cash FlowFlexible
• Goals based investing and comprehensive financial planning on
one platform
• Seamless transition from goals based to cash flow planning
• Match clients with the right level of planning
Scalable Solution

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Scalable Solution
Advice
Logix
Client Portal
Advisor Portal
Advanced
Logix
Fiduciary
Desktop

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• Goals Based Plan and Investment Proposal
• Select accounts that will fund each goal
• Invest accounts based on the characteristics of each goal
• Client Portal integrated
Advice Logix: Goals Based Proposal

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Advice Logix: Goals Based Proposal
Retirement: $1 million
Target: Moderate
401k
$750,000
IRA
$250,000
College Fund: $150,000
Target: Conservative
529
$100,000
Joint
$50,000
Client Portal

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Advice Logix: Goals Based Proposal
Retirement: $1 million
Target: Moderate
401k -
Conservative
$750,000
IRA -
Conservative
$250,000
Moderate
Portfolio
$1,000,000
Not Moving New Account
Conservative

9. © 2017 Envestnet, Inc. All rights reserved. For home office and advisor use only
Advice Logix: Goals Based Proposal
Retirement: $1 million
Target: Moderate
401k -
Conservative
$750,000
IRA -
Aggressive
$250,000
Moderate
Portfolio
$1,000,000
Not Moving New Account
Aggressive

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Advice Logix: Goals Based Proposal

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• Both Goals Based and Cash Flow planning
• Insurance Needs Analysis
• Dynamic Scenario Presentation
• Client Portal Integrated
Advanced Logix: Financial Planning

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Advanced Logix: Financial Planning
Client Portal
Goals
Retirement
College Travel
Net Worth
Accounts
Assets Liabilities
Insurance
Life
LTC Disability
Income
Social Security Pensions Annuity

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Dynamic Presentations

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Dynamic Presentations

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Disclosure

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Disclosure
The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this presentation is
intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a
solicitation of any type. All investments carry a certain risk, and there is no assurance that an investment will provide positive performance over any
period of time. The asset classes and/or investment strategies described may not be suitable for all investors and investors should consult with an
investment advisor to determine the appropriate investment vehicle. Investment decisions should always be made based on the investor's specific
financial needs and objectives, goals, time horizon and risk tolerance. The statements herein are based upon the opinions of Envestnet and third
party sources. Information obtained from third party resources are believed to be reliable but not guaranteed. All opinions and views constitute our
judgments as of the date of writing and are subject to change at any time without notice.
The graphical illustrations do not represent any client information or actual investments; they are not being offered to assist any person in making his
or her own decisions as to which securities to buy, sell, or when to buy or sell. Investors should note that income from investments, if any, may
fluctuate and that price or value of securities and investments may increase or decrease. Accordingly, investors may lose some or all of the value of
principal initially invested. Past performance is not a guarantee of future results.
For Advisor or Investment Professional Use Only
©2017 Envestnet. All Rights Reserved.
This document may not be reproduced or posted to any public website without the express written consent of Envestnet.