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Retirement
Planning
Morningstar
Data
Education
Planning
Insurance
Planning
Estate
Planning
Cash flow &
Goal-based planning
Interactive
Plan
Data
Integrations
Advisor
Document
Vault
Efficiency
Tools
Client
Interview
Dynamic
Dashboard
Alerts Client
Calendar
Client
Document
Vault
Interactive
Plan
Retire Logix
Mobile Prospecting Tools
Data Aggregation
of outside held assets
FinaMetrica
risk tolerance tool
Small Office
shared client database
    Branding and Setup           Branded Login Page     |    Client Portal Branding    |    Custom Disclosures
For pricing information call our sales at (800) 557-1780 x 1 or send us an email at flx_support@envestnet.com

The License Agreement is for the 1-year term and payments can be made monthly or annually. If not satisfied, you may cancel within 30 days and receive a full refund.

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Contact Sales

flx_sales@envestnet.com
(800) 557-1780 x 1