MoneyGuide

MoneyGuide

Envestnet
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+

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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.

About

​Nitrogen is a comprehensive platform designed to empower financial advisors with tools to measure risk tolerance, generate personalized proposals, conduct in-depth investment research, and guide clients toward retirement readiness, all within a single, streamlined interface. Provides advanced analytics and research tools, enabling advisors to conduct thorough investment research and cater to analytically inclined clients. Assists in modeling risk capacity, time horizons, and probabilities of success, aiding clients in achieving their retirement goals. Offers customizable marketing materials, including client-facing videos and templates, to enhance client outreach and acquisition efforts. Additional features include the Insights Dashboard, which delivers growth and risk analytics across assets under management, offering a historical overview of each advisor's performance. It also integrates with various financial planning and portfolio management tools.

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

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

Audience

Financial advisors in need of a tool to align client portfolios with individual risk tolerances, streamline investment research, and enhance client engagement

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

$1,188 per year
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

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

Company Information

Nitrogen
Founded: 2011
United States
nitrogenwealth.com

Alternatives

Moneytree

Moneytree

Moneytree Software

Alternatives

SIMON

SIMON

SIMON Markets
eMoney

eMoney

eMoney Advisor

Categories

Categories

Integrations

Altruist
Asset-Map
Black Diamond Wealth Platform
Blueleaf
CircleBlack
FP Alpha
Morningstar
NetX360
Redtail CRM
Wealthbox
eMoney
FIS Hedge Fund Portfolio Manager
Fidelity
FinFolio
Portfolio Lab
RightCapital
Salesforce
SmartOffice
Yodlee

Integrations

Altruist
Asset-Map
Black Diamond Wealth Platform
Blueleaf
CircleBlack
FP Alpha
Morningstar
NetX360
Redtail CRM
Wealthbox
eMoney
FIS Hedge Fund Portfolio Manager
Fidelity
FinFolio
Portfolio Lab
RightCapital
Salesforce
SmartOffice
Yodlee
Claim MoneyGuide and update features and information
Claim MoneyGuide and update features and information
Claim Nitrogen and update features and information
Claim Nitrogen and update features and information