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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.
Description
Engaging in financial matters doesn't have to be a daunting task, nor do the technological solutions that facilitate them. At eMoney, we are dedicated to providing cutting-edge, planning-oriented solutions that drive your business forward. Our all-encompassing financial planning platform is tailored to fit your operational style and designed to expand in accordance with your firm's increasing demands. From independent financial advisors to large corporate teams, our seamless solutions cater to the diverse and shifting requirements of your clients, whether they require simple or sophisticated assistance. eMoney transcends being merely a top-tier financial planning software; it is a comprehensive platform that aids in transforming prospects into loyal clients, fostering collaboration on financial strategies, and efficiently managing business operations. This allows you to dedicate more time to your primary passion: guiding clients as they prepare for their financial futures. In a world where financial planning is crucial, eMoney ensures that you are equipped with the tools needed for success.
API Access
Has API
API Access
Has API
Integrations
Morningstar Advisor Workstation
Asset-Map
Blueleaf
CircleBlack
CoinTracker
FinFolio
MAUI
Morningstar
NetX360
Nitrogen
Integrations
Morningstar Advisor Workstation
Asset-Map
Blueleaf
CircleBlack
CoinTracker
FinFolio
MAUI
Morningstar
NetX360
Nitrogen
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
MoneyGuide
Country
United States
Website
www.moneyguidepro.com/ifa/Home/MoneyGuidePro#product-pro
Vendor Details
Company Name
eMoney Advisor
Founded
2001
Country
United States
Website
www.emoneyadvisor.com
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