DreamQuark Brain

DreamQuark Brain

DreamQuark
MoneyGuide

MoneyGuide

Envestnet
+
+

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About

AI can be slow, confusing, and costly. Brain empowers wealth managers to make hyper-personalized insights simply and quickly. Serve your clients better and grow smarter with Brain. Turn your data into user-friendly insights in a few clicks to guide your next best action. Brain’s explainable AI gives advisors the reasons behind every recommendation. Use Brain’s CX application or integrate it on your own CX platform and cloud provider. Increase your revenues by predicting which clients will respond best to cross-sell and upsell opportunities. Improve the performance of your campaigns by identifying which clients are likely to take an interest in a product and why. Retain your clients before it’s too late by quickly discovering who is most likely to leave and why. Brain’s explainable AI makes hyper-personalized insights understandable and easier for advisors to act on. Brain simplifies and automates the creation and maintenance of insights, saving you time and money.

About

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 client's 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. 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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Organizations searching for a deep learning platform to solve daily challenges and automate operations

Audience

Companies and advisors wanting a solution to manage and customize their planning services

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DreamQuark
Founded: 2014
France
www.dreamquark.com

Company Information

Envestnet
Founded: 1999
United States
www.moneyguidepro.com/ifa/Home/MoneyGuidePro

Alternatives

Alternatives

Moneytree

Moneytree

Moneytree Software
SIMON

SIMON

SIMON Markets
eMoney

eMoney

eMoney Advisor
TeamBrain

TeamBrain

TheBrain

Categories

Categories

Integrations

AdvisoryWorld
Asset-Map
Blueleaf
CircleBlack
Envestnet | Tamarac
FP Alpha
FinFolio
MAUI
Morningstar
NetX360
Orion
Practifi
ProTracker Advantage
Pulse
SmartOffice
TD Ameritrade
Wealthbox
Yodlee
eMoney

Integrations

AdvisoryWorld
Asset-Map
Blueleaf
CircleBlack
Envestnet | Tamarac
FP Alpha
FinFolio
MAUI
Morningstar
NetX360
Orion
Practifi
ProTracker Advantage
Pulse
SmartOffice
TD Ameritrade
Wealthbox
Yodlee
eMoney
Claim DreamQuark Brain and update features and information
Claim DreamQuark Brain and update features and information
Claim MoneyGuide and update features and information
Claim MoneyGuide and update features and information