Envestnet MoneyGuide
MoneyGuide is a smart, easy-to-use, integrated financial planning software that allows financial professionals to provide a profitable planning experience for every client. MoneyGuide can assist with planning for college, retirement, estate and Social Security. MoneyGuide’s innovative combination of powerful features and unprecedented approachability streamlines planning and increases engagement.
MoneyGuide makes financial planning fast and easy with its unique ability to make sophisticated, goal-based plans. This adaptable, user friendly platform allows users to customize college, retirement, estate and Social Security plans, and plug-in asset allocation and insurance need analysis.
MoneyGuide helps client’s see their complete financial picture by using distinctive client engagement features.
The combination of these features make for a more profitable experience for you—and your clients.