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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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 Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$198.30 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

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

Company Information

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

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Categories

Wealth Management Supported

Categories

Integrations

Addepar Not Supported
Asset-Map Not Supported
Axos Invest Not Supported
Blueleaf Not Supported
CircleBlack Not Supported
Envestnet | Tamarac Not Supported
FP Alpha Not Supported
FinFolio Not Supported
Iress Supported
MAUI Not Supported
Morningstar Advisor Workstation Not Supported
NetX360 Not Supported
ProTracker Advantage Not Supported
Redtail CRM Not Supported
TD Ameritrade Not Supported
Wealthbox Not Supported
Yodlee Not Supported
eMoney Not Supported

Integrations

Addepar Supported
Asset-Map Supported
Axos Invest Supported
Blueleaf Supported
CircleBlack Supported
Envestnet | Tamarac Supported
FP Alpha Supported
FinFolio Supported
Iress Not Supported
MAUI Supported
Morningstar Advisor Workstation Supported
NetX360 Supported
ProTracker Advantage Supported
Redtail CRM Supported
TD Ameritrade Supported
Wealthbox Supported
Yodlee Supported
eMoney Supported
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