What this means for your firm:

Grow Assets Under Management

Educated clients invest more confidently and consistently. When clients understand market cycles and diversification, they increase contributions, consolidate assets with you, and refer family members. Enrich helps clients see their full financial picture, naturally leading them to bring more assets into your management.

Differentiate in a Crowded Market

Most advisors offer similar investment services. Comprehensive financial education sets you apart, positioning you as a holistic advisor who cares about client success beyond portfolio returns. This matters when competing for high-net-worth clients and justifying your value proposition.

Increase Client Engagement and Retention

Financial education keeps clients engaged between meetings and builds loyalty. When you provide ongoing value, clients see you as their trusted partner for all things financial. This deeper relationship drives retention and reduces the likelihood that clients leave during volatility.

Serve Both Retail Client and Plan Participants

If you work with retirement plans, Enrich provides participant education beyond basic retirement content. Participants get comprehensive financial wellness addressing immediate challenges like debt and emergency savings while preparing for retirement. Better-educated participants make better decisions and are more likely to consolidate assets with you.

Financial Wellness That Works

5M+ People Educated

96% Helpfulness Rating

70% Reduced Financial Stress

What your clients get:

01

Education Beyond Investment Basics

From foundational budgeting and debt reduction to advanced tax optimization, estate planning, and equity compensation, Enrich covers knowledge gaps that traditional investment education misses. This comprehensive approach serves everyone from young professionals building wealth to pre-retirees optimizing strategies.

02

Unbiased Education That Builds Trust

Enrich provides education without product sales or hidden agendas. Clients receive objective information that helps them understand concepts and make informed decisions. This reinforces your position as an independent advisor focused on client interests.

03

FINRA-Reviewed Presentations and Charts

Through our Educated Investor program, access FINRA-reviewed presentations and Morningstar-backed charts that explain complex market concepts. These materials, including the Morningstar Andex Chart and Ibbotson SBBI data, help you educate clients on market cycles and long-term investing with compliance-friendly content. Individual advisors can license materials online, while enterprise licensing enables co-branding.

Explore Educated Investor Resources

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Why Enrich works for financial professionals:

Integration and White-Label Options

Enrich offers single sign-on, API integration, and custom domains for seamless client experiences. Complete white-labeling presents the program under your brand, reinforcing your identity. We handle technical complexity while you maintain control over the experience.

Depth That Serves Your Entire Client Base

Unlike programs with only basic content, Enrich delivers depth across the financial spectrum. Content covers complex topics like equity compensation, tax-advantaged investing, and estate planning considerations in ways that respect client sophistication. The program also includes Morningstar investment education content, giving your clients access to trusted, research-backed resources on investing, asset allocation, and market fundamentals that complement your advice.

Engagement That Drives Action

Enrich employs gamification, behavioral assessments, and personalized content that maintains engagement over time. After 15+ years serving hundreds of thousands of users, we know what drives participation. Clients return regularly, creating touchpoints that keep your practice top of mind.

Strategic Partnership

Dedicated client success management, technical integration support, white-label configuration, marketing materials to promote the benefit, and ongoing optimization. We provide tools and guidance to integrate financial education into your practice without requiring significant internal resources.

Turn client education into a competitive advantage.