Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

AI can sometimes be sluggish, perplexing, and expensive. Brain revolutionizes the way wealth managers access hyper-personalized insights, making it both straightforward and rapid. Enhance your client service and foster smarter growth with Brain’s capabilities. Transform your data into intuitive insights with just a few clicks to inform your next strategic move. With Brain’s transparent AI, advisors gain clarity on the rationale behind each suggestion. You can utilize Brain’s CX application or seamlessly integrate it with your existing CX platform and cloud service. Boost your revenue potential by identifying which clients are most receptive to cross-sell and upsell initiatives. Elevate your campaign effectiveness by pinpointing clients who are likely to express interest in specific products and understanding their motivations. Act swiftly to retain clients by recognizing those who may be at risk of leaving and uncovering the underlying reasons. Brain’s transparent AI not only delivers hyper-personalized insights but also ensures they are easy to understand, empowering advisors to take action confidently. By streamlining and automating insight generation and maintenance, Brain saves you both time and costs, allowing you to focus on what truly matters: your clients and their needs. With these advancements, you can create a more dynamic and responsive advisory service.

Description

Envestnet MoneyGuide focuses on streamlining financial planning that is centered around achieving specific goals, making it accessible for everyone. Our user-friendly financial planning resources empower advisors of various sizes to tailor their services according to the distinct requirements of each client. With a client-centric design, MoneyGuidePro® delivers advanced solutions and intelligent assumptions to assist advisors in managing the intricate financial factors affecting their clients' lives. Additionally, MoneyGuideElite℠ serves as an interactive planning platform that allows advisors to visually represent aspects such as income distribution, tax strategies, lifetime protection plans, and the pros and cons of annuities. To facilitate effective communication and information gathering, we provide an array of resources including questionnaires, brochures, and videos. Furthermore, our marketing storefront allows you to personalize printed materials with your own contact details and branding, enhancing your professional image. This comprehensive approach ensures that advisors are well-equipped to support their clients' financial journeys.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AdvisoryWorld
Asset-Map
Axos Invest
Blueleaf
Envestnet Wealth Management Platform
Envestnet | Tamarac
FP Alpha
MAUI
Morningstar Advisor Workstation
NetX360
Orion
Practifi
ProTracker Advantage
Pulse
Riskalyze
SmartOffice
TD Ameritrade
Wealthbox
Yodlee
eMoney

Integrations

AdvisoryWorld
Asset-Map
Axos Invest
Blueleaf
Envestnet Wealth Management Platform
Envestnet | Tamarac
FP Alpha
MAUI
Morningstar Advisor Workstation
NetX360
Orion
Practifi
ProTracker Advantage
Pulse
Riskalyze
SmartOffice
TD Ameritrade
Wealthbox
Yodlee
eMoney

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

DreamQuark

Founded

2014

Country

France

Website

www.dreamquark.com

Vendor Details

Company Name

Envestnet

Founded

1999

Country

United States

Website

www.moneyguidepro.com/ifa/Home/MoneyGuidePro

Product Features

Artificial Intelligence

Chatbot
For Healthcare
For Sales
For eCommerce
Image Recognition
Machine Learning
Multi-Language
Natural Language Processing
Predictive Analytics
Process/Workflow Automation
Rules-Based Automation
Virtual Personal Assistant (VPA)

Deep Learning

Convolutional Neural Networks
Document Classification
Image Segmentation
ML Algorithm Library
Model Training
Neural Network Modeling
Self-Learning
Visualization

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Machine Learning

Deep Learning
ML Algorithm Library
Model Training
Natural Language Processing (NLP)
Predictive Modeling
Statistical / Mathematical Tools
Templates
Visualization

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Alternatives

SIMON Reviews

SIMON

SIMON Markets
Moneytree Reviews

Moneytree

Moneytree Software
eMoney Reviews

eMoney

eMoney Advisor