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.
Give clients the ability to fact find on their time
Give advice on detailed health care costs in retirement
The most collaborative way to help clients adjust what's in their control
Compare current and target allocation recommendations
More time saving integrations than any other planning software
Leverage AI to create a fun, motivating lifestyle in one click
Interactivley position risk capacity
Answer the tough questions we can't control, in the move of a slider
Give your clients the portal experience that focuses on long-term success
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
The Power-User Feature, change up to five scenarios in one place
Detailed, customizable Executive Summary and Action Items
Customize report templates to fit your presentation flow
Federal and State Estate Tax, Flow Charts and What Ifs
Customize Asset Classes, Portfolios and their underlying assumptions
The strategy may pay the most, but is it the best for the plan?
More detailed than you should ever need, when it's right for the client
Full Digital and Print Net Worth Statements
Life Insurance, Disability and LTC analysis
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
Dynamic distribution presentation module
Protect your clients over their lifetime, not just today
Advanced annuity strategy modeling to cover essential expenses
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