MoneyGuide

MoneyGuide

Envestnet
Tower

Tower

TechRules
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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

Tower is the TechRules leading financial software solution for wealth management. It is the answer to obtain a complete life cycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to get a whole picture of their clients and align with their strategy. This perspective reinforces the relationship between professionals of the financial industry and client bringing confidence and retaining them. TechRules staff is a highly expert group of people will deep knowledge in the fintech branch. They will assess our clients in their different needs in order to implement Tower in the real dimension for your entity. From the full software to some modules, Tower is the financial software solution for a demanding client that asks for high-level financial services.

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

Organizations looking for an advanced Wealth Management solution

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

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

Company Information

TechRules
Founded: 1999
Spain
www.techrules.com/financial-software-tower/

Alternatives

Moneytree

Moneytree

Moneytree Software

Alternatives

Summit

Summit

Summit Wealth Systems
SIMON

SIMON

SIMON Markets
PriceMetrix

PriceMetrix

McKinsey & Company
eMoney

eMoney

eMoney Advisor
MoneyWare

MoneyWare

Miles Software (EbixCash)

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Addepar
Asset-Map
Axos Invest
Black Diamond Wealth Platform
Blueleaf
Envestnet Wealth Management Platform
Envestnet | Tamarac
FP Alpha
FinFolio
NetX360
Orion
Practifi
ProTracker Advantage
Redtail CRM
Riskalyze
TD Ameritrade
Wealthbox
XLR8 RMS
Yodlee

Integrations

Addepar
Asset-Map
Axos Invest
Black Diamond Wealth Platform
Blueleaf
Envestnet Wealth Management Platform
Envestnet | Tamarac
FP Alpha
FinFolio
NetX360
Orion
Practifi
ProTracker Advantage
Redtail CRM
Riskalyze
TD Ameritrade
Wealthbox
XLR8 RMS
Yodlee
Claim MoneyGuide and update features and information
Claim MoneyGuide and update features and information
Claim Tower and update features and information
Claim Tower and update features and information