Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Run your business according to your vision, and let us assist you in scaling your established advisory practice without treating you merely as a salesperson. We offer all the resources you need for success while allowing you to take the reins. Our innovative platform handles the tedious tasks, enabling you to concentrate on guiding clients with wealth-building strategies. Spend more time crafting futures and less time managing paperwork, as we eliminate administrative burdens for both you and your clients. Our user-friendly dashboard enhances your visibility and control over operations, along with an all-in-one account aggregation feature. You will also have access to personalized coaching sessions and an elite practice management training program aimed at client acquisition and business growth. With a dedicated webpage, a flexible monthly marketing budget, and state-of-the-art digital prospecting tools, we equip you with everything necessary for success. Additionally, our centralized marketing team and advanced technology platform are designed to enhance your prospecting efforts and improve client experiences, ensuring you have all the support you need to thrive in your business.
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
Integrations
Addepar
Altruist
Asset-Map
Black Diamond Wealth Platform
Blueleaf
ByAllAccounts
FIS Hedge Fund Portfolio Manager
FP Alpha
FinFolio
MAUI
Integrations
Addepar
Altruist
Asset-Map
Black Diamond Wealth Platform
Blueleaf
ByAllAccounts
FIS Hedge Fund Portfolio Manager
FP Alpha
FinFolio
MAUI
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
Farther
Country
United States
Website
www.farther.com/for-advisors
Vendor Details
Company Name
Envestnet
Founded
1999
Country
United States
Website
www.moneyguidepro.com/ifa/Home/MoneyGuidePro
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
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