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90% of offspring leave their Parents' Advisors.1

We know that engaging with your clients' families is no longer a “nice to have” - it's an imperative for your business. That's why Goalsetter® and Envestnet have partnered to bring next-level financial tools to your clients, and their families too.

With Goalsetter®, you can use our family finance toolset to begin expanding and deepening your relationships with the whole family today.

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90% of offspring leave their Parents' Advisors.1

We know that engaging with your clients' families is no longer a “nice to have” - it's an imperative for your business. That's why Goalsetter® and Envestnet have partnered to bring next-level financial tools to your clients, and their families too.

With Goalsetter®, you can use our family finance toolset to begin expanding and deepening your relationships with the whole family today.

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gs-hero-icon

90% of offspring leave their Parents' Advisors.1

We know that engaging with your clients' families is no longer a “nice to have” - it's an imperative for your business. That's why Goalsetter® and Envestnet have partnered to bring next-level financial tools to your clients, and their families too.

With Goalsetter®, you can use our family finance toolset to begin expanding and deepening your relationships with the whole family today.

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next-generation

Reach the Next Generation
with a Next-Gen Solution

Goalsetter® is an award-winning, education-first platform that makes learning about finance fun and interactive.
We help advisors to bridge the gap between finance and family, offering a co-branded suite of tools that helps the advisor to connect with everyone from the youngest saver to the co-head of household.

coins

Goal-based saving3 with Auto-Save & Round-Ups

money-icon

Smart spending tools keep kids on budget

quizzes

Fun and educational financial quizzes

play

Short & engaging "Moneylingo™" videos

list

Kids earn towards goals with allowance & chore settings

Reach the Next Generation
with a Next-Gen Solution

Goalsetter® is an award-winning, education-first platform that makes learning about finance fun and interactive.
We help advisors to bridge the gap between finance and family, offering a co-branded suite of tools that helps the advisor to connect with everyone from the youngest saver to the co-head of household.

next-generation
coins

Goal-based saving3 with Auto-Save & Round-Ups

money-icon

Smart spending tools keep kids on budget

quizzes

Fun and educational financial quizzes

play

Short & engaging "Moneylingo™" videos

list

Kids earn towards goals with allowance & chore settings

middle-desktop middle-tablet middle-mobile

Invest in Tomorrow's Clients Today

For less than $10/month per family, you can offer your clients our comprehensive suite of tools.

Subscriptions must be purchased in groups of 50. Prices are based on a yearly subscription.

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Shape the future of your advisory practice

BUILD

Build stronger connections with current clients across multiple generations.

CONNECT

Connect with women and the next generation, who are the new faces of wealth management

GROW

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

DIFFERENTIATE

Differentiate yourself from the competition and attract new clients

REDUCE

Reduce fee compression and prevent attrition.

Goalsetter® Demo