Enter your information to get started.
Select "Yes" if you want to use your previous answers. Select "No" if you want to start fresh.
Are you sure you are ready
to send the answers?
Your unsaved answers will be lost
Send us your information, and we’ll be in touch with you soon.
Delivering financial wellness is correlated with stronger revenue growth and higher levels of client satisfaction. Clients now expect their advisors to perform their traditional role and act as a financial coach and coordinator.
Envestnet partnered with Aite-Novarica Group to develop this assessment to help you understand how well you can meet your client’s total financial wellness needs. Your score can help you identify your practice’s strengths and see where you can improve.