Envestnet MoneyGuide
HQ Address
1588 Oakbridge Terrace, Powhatan, VA 23139, United States
Website Address
Business introduction
A Comprehensive Planning Platform
From foundational to sophisticated planning, easily engage clients through micro and holistic planning experiences
MoneyGuide offers both cash-flow and goals-based planning on one platform, allowing advisors to provide tailored planning solutions for clients at every stage of their financial journey.
Envestnet MoneyGuide Solutions
MoneyGuideElite
Enables advisors to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities....
business needs
view solutionMoneyGuidePro®
Fast, easy, and adaptable, MoneyGuidePro identifies gaps, empowers clients to stress test their plans, and is equipped with a social security maximizer, custom CMAs, digital plan snapshot and more to provide an engaging planning experience for advisors and their clients....
business needs
- Client Onboarding & Identity Verification
- Financial & Retirement Planning
- Investment Platforms & Tools
MyBlocks
MyBlocks help empower clients to take control of their finances through real-time personalized insights and deepen client engagement. Also a turnkey marketing solution, MyBlocks helps to prospect and engage generation of investors....
business needs
view solutionWealth Studios
Transform the way your clients view and interact with their finances. Cashflow planning can be viewed at a high level and quickly show how strategies can impact the client’s assets and drill down to the cashflow detail as needed. Advisors can even demonstrate the transition of wealth between generations, the......
