Envestnet MoneyGuide, the developer of MoneyGuide and moneyguidepro.com, is committed to protecting your privacy and ensuring the security of your information on our website.
When you register, we will ask you for your name, email address, and contact information, and you will be asked to select a password. You may also be asked to select a user name.
We use your name to personalize your reports generated by the system. We use your email address to confirm your subscription, user name and password, and to provide customer service. As a registered user, when you select the option to create or access your financial plans, we will recognize you by your user name and password (or e-mail address, as applicable). We may also use the contact information we collect to notify you about any new functions included in our software or new services offered by our website.
To use our software, you or your financial advisor must input personal financial data for you and, if applicable, your co-client. The personal financial data required may include annual income, current values of and annual additions to investment assets, anticipated retirement expenses, and expected values of future assets such as lump sum distributions from pensions or inheritances. In many instances, these entries are optional. This personal financial information will be used by your financial advisor, in conjunction with our software, to develop financial, asset allocation, and income plan(s) or analyses for you.
"Cookies" are small files used by websites to store information on your computer. For moneyguidepro.com to work properly, your browser must be enabled to accept cookies. Our cookies contain information that identifies you during a session and allows the software to function. This information is not for sale or distribution.
When you access your financial data, we use a state-of-the-art secure server to keep all of your personal information as secure as possible. The transport layer security (TLS) encrypts all information you input before it is sent to us, and all data we collect is protected against unauthorized access. This approach helps ensure that your personal and financial information remains safe and private.
You also acknowledge that Envestnet MoneyGuide may aggregate data from its users and subscribers for the purpose of better understanding its user base and/or to research potential changes in content and services. Envestnet MoneyGuide may use this collective information for product research or marketing demographics, but we do not disclose, sell, or distribute any information to a third party where such information could indicate directly or indirectly any individual's financial information.