Envestnet | Moneyguide Demo Profile

Envestnet Demo | In|Vest 2019



Company Website:


Product Name:

MoneyGuide, the industry-leading financial planning software platform

Company or product description:

MoneyGuide, is the industry’s leading financial planning software platform. Designed for advisors with the client in mind, MoneyGuide’s goal-based technology solutions enhance client relationships with strong financial planning tools. MoneyGuide grows in scale to meet your needs and consists of four dynamic configurations - MoneyGuideOne, MoneyGuidePro®, MoneyGuideElite and MyBlocks.

What makes your company or product great?

At Envestnet MoneyGuide, we develop financial planning software for financial advisors. We believe that everyone can benefit from professional financial advice. Our software does not replace the advisor, instead it is designed to enhance the advisor's value with a more comprehensive financial planning process. Our passion is creating financial software that helps you improve clients' financial lives. And, by doing that, it also improves the financial lives of the advisors who use it.

What key challenge does it solve?

Interacting with MoneyGuide keeps clients’ attention and captures their interest. Nobody gets bored. It’s flexible and interactive right in front of the client. Once the data is in, planning is easy to do and you can do an immediate analysis and instantly find out what you can and can’t do to protect your goals.

What is your best success story?

“MoneyGuidePro® will do a calculation based on a client’s asset mix. I will show them the plan based on a 5% return. And then I move it. I change the baseline to the second lowest or lowest projected rate of return during retirement, and usually the probability of success increases, so clients realize if they take on less risk, they’ll be more successful. That’s an amazing power that you can’t find in other software.”