Envestnet MoneyGuide is dedicated to making goal-based financial planning efficient and approachable. We provide easy-to-use financial planning tools that help advisors of all sizes customize their planning services to meet the unique needs of their clients.
MoneyGuideOne℠ enables advisors new to planning, or introducing planning to their practice, to create financial plans in minutes without compromising on quality.
It leverages MoneyGuidePro's dynamic, goal-based planning technology and calculation engine behind the scenes, but with select, easy-to-navigate options and scenarios.
Designed for advisors with the client in mind, MoneyGuidePro® provides sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their clients' lives.
Includes All MoneyGuideOne℠ Features Plus
MoneyGuideElite℠ is an interactive planning solution that enables advisors to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities.
Includes All MoneyGuidePro® Features Plus
We offer several types of questionnaires, brochures, videos, and more to help you communicate effectively with your clients and gather the necessary information to create a plan. Customize print documents with your contact information and logo through our marketing store front.
Additional fee per add-on.
With MX® and MoneyGuide, you create a living plan for your clients – providing meaningful probability of success in meeting their long-term goals.Learn More
Provide your clients with access to Yodlee through the Client Portal so that they can link their accounts. Empower them with personal financial management tools and create a more complete and informed view of your clients.Learn More
With a seamless integration, the Finametrica Risk Tolerance profile allows the client's natural risk tolerance to be clearly identified and you to reconcile differences between couples.Learn More