MoneyGuide

MoneyGuide

Envestnet
+
+

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About

Dynamic Planner is the one financial planning system you need to ensure investment suitability, increase efficiency and demonstrate value to your clients. Be confident that you are ensuring investment suitability for your clients through engaging financial plans. Dynamic Planner takes what can be hours of work for an investment review and reduces it to less than 45 minutes. Easy to onboard and use. Insightful reporting in Dynamic Planner helps firms grow client relationships and provide greater value. We’d love to talk to you about how our end-to-end financial planning process can help your firm, and how we make implementation and onboarding a breeze. Using Dynamic Planner’s award-winning psychometric risk profiling questionnaires you can ensure nothing is lost in translation throughout your financial planning process with one definition of risk. Accurately risk profiling your client has never been so vital.

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

Wealth managers seeking a tool to ensure investment suitability, increase efficiency and demonstrate value to their clients

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

$198.30 per month
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

Dynamic Planner
Founded: 2010
United Kingdom
www.dynamicplanner.com

Company Information

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

Alternatives

Moneytree

Moneytree

Moneytree Software

Alternatives

Moneytree

Moneytree

Moneytree Software
SIMON

SIMON

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eMoney

eMoney

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BITA Risk

BITA Risk

corfinancial

Categories

Categories

Integrations

Addepar
AdvisoryWorld
ByAllAccounts
Envestnet Wealth Management Platform
FIS Hedge Fund Portfolio Manager
FP Alpha
FinFolio
Iress
MAUI
Morningstar
Morningstar Advisor Workstation
Practifi
Redtail CRM
Riskalyze
SmartOffice
Wealthbox
XLR8 RMS
Yodlee
eMoney

Integrations

Addepar
AdvisoryWorld
ByAllAccounts
Envestnet Wealth Management Platform
FIS Hedge Fund Portfolio Manager
FP Alpha
FinFolio
Iress
MAUI
Morningstar
Morningstar Advisor Workstation
Practifi
Redtail CRM
Riskalyze
SmartOffice
Wealthbox
XLR8 RMS
Yodlee
eMoney
Claim Dynamic Planner and update features and information
Claim Dynamic Planner and update features and information
Claim MoneyGuide and update features and information
Claim MoneyGuide and update features and information