MoneyGuidePro (Envestnet)

MoneyGuidePro, part of Envestnet, is a leading financial planning software solution designed for financial advisors to create, implement, and maintain comprehensive financial plans for their clients.

Is this your company?

Email: sales@moneyguide.com

Phone: 1-800-841-5312

Web: https://www.moneyguidepro.com/

products

• MoneyGuidePro
  Interactive financial planning tools, dynamic goal-set and track functionality, user-friendly interface, customizable client reports, and scenario analysis features.
  
• MoneyGuide Education Goal Calculator
  Enables modeling of college savings goals, costs by institution type, inflation, investment returns, and expected family contributions. Integrates with broader plan projections and stress-tests college funding strategies.
  
• MoneyGuideElite
  Includes advanced estate planning tools, block-modeling techniques, survivor needs analysis, estate tax projections, and what-if scenarios for legacy planning. The platform helps advisors create comprehensive estate plans alongside retirement, investment, and tax planning.