Engage the whole family today. Establish relationships with the clients of tomorrow.

We understand that one of the greatest risks1 to your business as a financial advisor is a lack of generational reach, but you don't have to handle it alone.

Envestnet has partnered with Goalsetter®, an innovative financial app, to bring next-level financial tools to your clients and their families, too.

Through this partnership and special pricing, you can equip your clients and their families with the right tools to make them feel more empowered when building and retaining their wealth.

Engage the whole family today. Establish relationships with the clients of tomorrow.

We understand that one of the greatest risks1 to your business as a financial advisor is a lack of generational reach, but you don't have to handle it alone.

Envestnet has partnered with Goalsetter®, an innovative financial app, to bring next-level financial tools to your clients and their families, too.

Through this partnership and special pricing, you can equip your clients and their families with the right tools to make them feel more empowered when building and retaining their wealth.

Engage the whole family today. Establish relationships with the clients of tomorrow.

We understand that one of the greatest risks1 to your business as a financial advisor is a lack of generational reach, but you don't have to handle it alone.

Envestnet has partnered with Goalsetter®, an innovative financial app, to bring next-level financial tools to your clients and their families, too.

Through this partnership and special pricing, you can equip your clients and their families with the right tools to make them feel more empowered when building and retaining their wealth.

What is Goalsetter?

Goalsetter is an award-winning2, education-first app that makes learning about finance fun and interactive. The suite of tools are designed to engage every member of the family, from the head of household to the youngest saver, and aim to create a financially literate generation.

Differentiate Your Practice with a Turnkey Solution for Financial Literacy

Purchase a block of licenses for your clients and show them you care about them, and want to empower their whole family, including children and grandchildren, to make more informed financial decisions.
Advisors who are providing the Goalsetter app to their clients are better equipt to:

Connect with women who are the new face of wealth management while cultivating the next generation.

Improve personal connections, building deeper and more meaningful relationships with clients and their families.

By focusing on women and the next generation, advisors differentiate themselves from the competition and attract new clients.

Advisors who capture the next generation of clients will grow and thrive.

Get Started with Goalsetter

Book a 15-minute information session with Goalsetter's Head of Financial Advisor Solutions to learn how we can help you bridge the gap between you and the next generation of clients. Inquire about pricing, setup, and how to receive your free onboarding kit to make the most of your subscription.

Watch the App in Action!

Goalsetter Overview

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2. Goalsetter is the recipient of the FinTech Best Personal Finance Product award published March 17, 2022. Participation in the review is voluntary and requires a logo usage fee; a total of 3,950 personal finance apps participated in the 2021 review. FinTech Breakthrough's criteria assess participating [personal finance apps on 6 variables: Innovation, Performance, Ease of Use, Functionality, Value and Impact. Awards are awarded based on the opinions of FinTech Breakthrough's panel of judges. For further information on how the ratings were calculated, click here.