Our Software

MoneyGuide is the first collaborative internet-based financial planning software that offers a unique client-centered approach. The goal-based planning approach is meaningful to the client and more productive for the advisor.

What Envestnet MoneyGuide Does

At Envestnet MoneyGuide, we develop financial planning software for financial advisors. We believe that everyone can benefit from professional financial advice. Our software does not replace the advisor, instead it is designed to enhance the advisor's value with a more comprehensive financial planning process.

• Developing great financial planning software is the only thing we do.
• We've been doing it since 1985.
• MoneyGuidePro^® was designed and launched in 2000.
• Our passion is creating financial software that helps you improve clients' financial lives. And, by doing that, it also improves the financial lives of the advisors who use it.

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.