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Envestnet Launches Dash Planning Tool Within MoneyGuide Platform
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Envestnet Launches Dash Planning Tool Within MoneyGuide Platform
BERWYN, PA — Envestnet announced the launch of Dash, a new financial planning tool within its MoneyGuide platform designed to help advisors begin planning discussions with prospective clients using limited initial data. The company said the tool is part of its first quarterly technology update of 2026 and is intended to allow advisors to engage prospects and underadvised clients with a simplified planning entry point. Dash collects five data poi…
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