Audience
Companies and advisors wanting a solution to manage and customize their planning services
About MoneyGuide
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.
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Pricing
Free Trial:
Free Trial available.
Integrations
Company Information
Envestnet
Founded: 1999
United States
www.moneyguidepro.com/ifa/Home/MoneyGuidePro
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online
MoneyGuide Frequently Asked Questions
Q: What kinds of users and organization types does MoneyGuide work with?
MoneyGuide works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does MoneyGuide support in their product?
MoneyGuide supports these languages: English.
Q: What kind of support options does MoneyGuide offer?
MoneyGuide offers support via phone support, 24/7 live support, and online.
Q: What other applications or services does MoneyGuide integrate with?
MoneyGuide integrates with: Addepar, Altruist, Asset-Map, Axos Invest, Black Diamond Wealth Platform, Blueleaf, ByAllAccounts, CircleBlack, eMoney, Envestnet Wealth Management Platform, Yodlee, FinFolio, FIS Hedge Fund Portfolio Manager, AdvisoryWorld, MAUI, Morningstar Advisor Workstation, Morningstar, NetX360, Orion, Practifi, PreciseFP, Pulse, SmartOffice, and Envestnet | Tamarac and more.
Q: What type of training does MoneyGuide provide?
MoneyGuide provides training in the form of documentation, live online, webinars, in person, and videos.
Q: Does MoneyGuide offer a free trial?
Yes, MoneyGuide offers a free trial.
