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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.
Email: sales@moneyguide.com
Phone: 1-800-841-5312
Web: https://www.moneyguidepro.com/
products
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MoneyGuidePro
Interactive financial planning tools, dynamic goal-set and track functionality, user-friendly interface, customizable client reports, and scenario analysis features.
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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.
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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.