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Goalsetter Announces Partnership with Envestnet to Provide Financial Advisors with Wealth Building Tools for the Whole Family

family saving together generational wealth

“At Envestnet, we’re providing the technology, solutions and intelligence advisors need to help clients meet current financial obligations and long-term, future goals – what we call The Intelligent Financial Life™,” said Envestnet Group Head of Product Innovation Dani Fava.

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