Envestnet has rolled out Dash, a new proprietary solution inside Envestnet | MoneyGuide designed to help advisors engage prospects and under advised clients with minimal upfront data collection. Available as an embedded experience on advisory firms’ websites, Dash is built to capture a handful of essential data points and convert casual site visitors into planning conversations. 

Dash gathers names and ages, employment income, personalized goals, investable assets and contribution details, along with a risk score, to give advisors a snapshot of a prospective client’s financial picture.  

“We are giving advisors the opportunity to turn their websites into their own prospecting engines, allowing site visitors to create basic financial plans in minutes and showing visitors how advisors can help them reach their goals,” said Matt Wilson, Head of Business Strategy at Envestnet | MoneyGuide.  

Designed as a light-planning and engagement tool, Dash aims to lower the barrier to entry for households that may not be ready for a full planning process, while feeding structured data straight into MoneyGuide when they do move forward. 

Envestnet said it plans to further weave Dash’s guided design and experience into the broader MoneyGuide platform as it continues to evolve its digital planning capabilities.