Our Company

Envestnet MoneyGuide is dedicated to one thing - helping advisors use financial planning to more effectively motivate each client to create, implement and maintain an investment strategy that best meets their lifetime financial goals.

Our Software

MoneyGuidePro® is the first collaborative internet-based financial planning software that makes this easy to accomplish. Its unique client-centered approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor.

Consultant's View

"I've had the privilege of serving as the financial planning consultant for PIEtech℠ [now named Envestnet MoneyGuide] for almost a decade. Admittedly I'm biased, but I believe the results of our collaboration are reflected in the finest financial planning software available in the world today."

- Harold R. Evensky, CFP®, AIF®
Evensky & Katz
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What Envestnet MoneyGuide Does

At Envestnet MoneyGuide, we develop financial planning software for financial advisors. Since we believe that everyone can benefit from professional financial advice, we don't try to replace the advisor with software. In fact, it's just the opposite. Our goal is to enhance the advisor's value by enhancing the value of the financial planning process for each client.

  • Developing great financial software is the only thing we do.
  • We've been doing it since 1985.
  • MoneyGuidePro® was designed and written from scratch in 2000 to take maximum advantage of the extraordinary capabilities of the Internet.
  • We understand the real-world uses and challenges of financial planning.
  • We are a customer-focused company, before and after the sale.
  • Our goal isn't to be your financial software vendor. It's to help you obtain so much value from the use of our software that you view us as your financial software partner.
  • Our passion is creating financial software that helps you improve peoples' financial lives. And, by doing that, it also improves the financial lives of the advisors who use it.

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