MoneyGuide

MoneyGuide

Envestnet
+
+

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About

HighPeak’s platform equips financial advisors with AI-powered tools that deliver precise, predictive longevity insights and accurate healthcare cost modeling, integrating seamlessly into advisory workflows. Backed by over 30 million medical claims, 100 million prescription records, and more than 90% accuracy, it offers robust predictive tools tailored to meet each client's unique needs. Core features include individualized predictions on longevity, medical expenses, and long-term care costs; advanced financial simulations with scenario planning and Monte Carlo analysis; cost breakdowns across medical, prescription, and care scenarios; and an AI Copilot to assist advisors in interpreting data and optimizing health-cost projections over time. It also supports flexible data exporting and API integrations, enabling seamless incorporation into existing software ecosystems.

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

Financial advisors wanting a tool providing AI-driven longevity and healthcare cost predictions integrated into their planning toolkit to deliver deeply personalized, data-backed client strategies

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

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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

HighPeak
Founded: 2023
United States
www.highpeak.ai/

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

Categories

Categories

Integrations

Addepar
Altruist
ByAllAccounts
Envestnet Wealth Management Platform
Envestnet | Tamarac
FP Alpha
FinFolio
Google Sheets
MAUI
Microsoft Excel
NetX360
ProTracker Advantage
Pulse
Redtail CRM
Riskalyze
SmartOffice
TD Ameritrade
Wealthbox
XLR8 RMS

Integrations

Addepar
Altruist
ByAllAccounts
Envestnet Wealth Management Platform
Envestnet | Tamarac
FP Alpha
FinFolio
Google Sheets
MAUI
Microsoft Excel
NetX360
ProTracker Advantage
Pulse
Redtail CRM
Riskalyze
SmartOffice
TD Ameritrade
Wealthbox
XLR8 RMS
Claim HighPeak and update features and information
Claim HighPeak and update features and information
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Claim MoneyGuide and update features and information