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.
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.
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
The Morningstar Risk Profiler provides an academically validated psychometric risk tolerance assessment for each client that helps advisors understand the level of risk clients would be comfortable taking.Learn More
Plan Analytics Premium takes Plan Analytics within MoneyGuide to the next level with Plan Pulse™ to allow you to dive deeper into your plan data to surface actionable opportunities within your book of business.Learn More