Build personalized solutions for personalized outcomes

Improving participant outcomes starts with tailored investment solutions. You can leverage our technology to support your team's investment expertise, or allow us to compliment your efforts with our team. Either way, we work together to build a brighter future for participants through managed solutions.

* Slated for 1Q 2019 launch (Subject to change)

Introducing Financial.fit™
Financial wellness - made easy*



Financial.fit™ is a holistic financial wellness application created for participants in 401(k) plans. Financial.fit™ offers a series of financial workouts aimed at improving financial outcomes. Users can connect all their financial accounts to view a holistic picture of their financial health. Combining our innovative technology, analytical data, and responsive design, Financial.fit™ moves beyond simply organizing historical financial data – we help users through education, gamification and guidance that can be integrated with their retirement accounts.

DISCLAIMER: Nothing contained in this presentation is intended to constitute legal, tax, securities, general finance or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Personal financial solutions are unique to every individual and persons should consult with qualified professionals to determine the appropriateness of any financial strategy. Investing carries certain risks, including loss of principal and there is no assurance that investing will provide positive performance over period of time. Envestnet Retirement Solutions is a subsidiary of Envestnet, Inc.
Whether on a desktop, or on the go, Financial.fit™ is available and updated 24/7 * right at the employee's fingertips.
* 24/7 updates only occur when a user logs back into the system and do not occur “real time”.



** Screen images are for illustration only and subject to change. The information provided throughout the Financial.fit tool is for information purposes only and should not be considered legal, tax or financial advice.

ERS Managed Accounts
Investment Solutions that Make a Difference


The Next Generation of Support - ERS Managed QDIA®

We can all agree that building smart portfolios, customized for each unique participant's needs and risk tolerance is a noble goal. You can leverage our patented technology to do just that. ERS Managed QDIA® are professional designed portfolios that are coupled with a behavioral profiling tool that give participant their own personalized portfolio mix as a Qualified Default Investment Alternative.

MODEL MANAGEMENT SOLUTIONS

Streamline the process of managing portfolios across your practice.

Focus on your strengths - asset allocation, glide path development, fund selection, portfolio optimization or vetting third party strategists. Envestnet Retirement Solutions is your behind-the-scenes "Completion Partner" that fills in the gaps.

Collective Investment Trusts (CITs)

CITs provide plan fiduciaries and participants the potential for considerable savings. Reducing participant investment expense can enhance performance.

Pricing flexibility and cost advantages offered through Working with ERS to create and manage CITs is just another demonstration of how we are helping to power your practice.