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 advanced planning product for advisors seeking to offer more sophisticated planning services. It enables advisors to illustrate income distribution, analyze the benefits and tradeoffs of annuities in the plan, and uncover a new way to protect their clients' plan in our advanced lifetime protection module.
Includes All MoneyGuidePro Features Plus
We offer several types of questionnaires, forms, and videos 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.
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