MoneyGuide

MoneyGuide

Envestnet
+
+

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About

Equisoft/analyze for advisors is a comprehensive asset allocation and wealth analysis tool. Our proprietary 4-step process aligns recommendations with investors’ risk profiles. Address suitability & know-your-product guidelines with over 20 different institutional-grade analytic metrics. Analytics is based on information from reliable third-party data providers (and even your own custom data feed) and can include mutual funds, ETFs, SMAs, stocks, segregated funds, and variable annuities. Analysis variables include timeframe, account inflows/outflows, distributions reinvestment, rebalancing thresholds, and account tax status. Build retirement plans with cash flows, asset accumulation/de-cumulation, success probability views, and more. Integrate life, critical illness, and disability insurance assessment with guided workflows.

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 in need of an all-in-one platform that increases financial advisor productivity

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

Equisoft
Founded: 1994
Canada
www.equisoft.com/products/asset-allocation-analyze-for-advisors

Company Information

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

Alternatives

Alternatives

Moneytree

Moneytree

Moneytree Software
SIMON

SIMON

SIMON Markets
SIMON

SIMON

SIMON Markets
eMoney

eMoney

eMoney Advisor

Categories

Categories

Integrations

AdvisoryWorld
Altruist
Black Diamond Wealth Platform
CircleBlack
Envestnet Wealth Management Platform
Envestnet | Tamarac
FIS Hedge Fund Portfolio Manager
FP Alpha
FinFolio
MAUI
Morningstar Advisor Workstation
NetX360
PreciseFP
ProTracker Advantage
Pulse
Redtail CRM
Riskalyze
TD Ameritrade
Yodlee
eMoney

Integrations

AdvisoryWorld
Altruist
Black Diamond Wealth Platform
CircleBlack
Envestnet Wealth Management Platform
Envestnet | Tamarac
FIS Hedge Fund Portfolio Manager
FP Alpha
FinFolio
MAUI
Morningstar Advisor Workstation
NetX360
PreciseFP
ProTracker Advantage
Pulse
Redtail CRM
Riskalyze
TD Ameritrade
Yodlee
eMoney
Claim Equisoft/analyze and update features and information
Claim Equisoft/analyze and update features and information
Claim MoneyGuide and update features and information
Claim MoneyGuide and update features and information