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Envestnet MoneyGuide

Financial planning software designed to support advisors and clients in wealth management.

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Overview

Envestnet MoneyGuide is a financial planning software solution aimed at wealth management professionals. It provides tools to help advisors create comprehensive financial plans for their clients.

The platform supports goal-based planning, cash flow analysis, and risk assessment to assist in personalized financial advice. It integrates with various financial data sources to streamline the planning process.

Envestnet MoneyGuide is part of Envestnet's broader suite of wealth management technologies, focusing on enhancing advisor-client engagement through digital planning tools.

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