At a time when parents are struggling to balance work, childcare and taking on homeschooling, Envestnet is thrilled to offer Acumen’s clients and families access to a library of 20+ digital courses for students in grades K-12. These courses provide quality educations content on lifes’s most critical topics, including financial education, mental wellness, prescription drug safety, compassion, digital wellness and more.
Through a strategic partnership with EVERFI, Inc., a global social impact education innovator, Envestnet Institute In Classrooms provides financial education to underserved communities across Philadelphia, Richmond, Seattle, and Chicago as part of their Envestnet Cares community engagement efforts.
EVERFI traditionally implements these K-12 courses in a classroom setting, but in response to the extended shutdown of our nation’s schools, Envestnet has partnered with them to provide the students for our clients’families with direct access for a limited time.
Social Emotional Learning
College and Career Readiness
Acumen Wealth Advisors utilizes Envestnet Tamarac’s robust Client Portal, CRM, Rebalancer, and Reporting systems.