MoneyGuidePro Description
Envestnet MoneyGuide aims to make goal-based financial plan efficient and approachable. We offer easy-to-use tools for financial planning that allow advisors to customize their services according to the needs of their clients. MoneyGuidePro® is a financial planning tool designed with advisors in mind. It provides sophisticated solutions, smart assumptions and helps advisors navigate complex financial elements. MoneyGuideElite (sm) is a planning solution that allows advisors to visualize income distribution, tax planning strategies, lifetime protection strategies and the benefits and tradeoffs associated with annuities. We offer a variety of brochures, videos and questionnaires to help you communicate with your clients effectively and gather the information needed to create a plan. Our marketing storefront allows you to customize print documents with your logo and contact information.
MoneyGuidePro Alternatives
eMoney
Financial discussions don't need to be complicated. The tech solutions that power them don't have to be difficult. eMoney is committed to providing innovative, planning-led solutions that will power your business. Our comprehensive financial planning platform was built to fit your business and can scale to meet your growing needs. Our integrated solutions are designed to meet the changing needs of your clients, whether you're an independent financial advisor or a large enterprise financial manager.
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Moneytree
Use the most accurate calculation engine to build plans and relationships. To grow their practice, join other financial planners and independent advisors who use the most robust wealth management calculation engines. Moneytree offers professional planning solutions, from the big picture to the in-depth. With clear results and quick data entry, planning is easy. Quickly answer clients' "What-Ifs" to show them instant, side-by sides comparisons. Involve clients in the planning process by working together to create plans. With detailed data and analysis, you can meet all of your clients' planning requirements. You can capture details about your clients' lives and make future changes. The planning approach that best suits your client's needs is the one you choose. Moneytree Elite's in depth planning analyzes and captures the financial situation of your clients and shows the impact of important financial decisions on their future.
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PriceMetrix
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SIMON
Advisors can focus on their clients by having access to structured investment, annuity and target return ETF options. Our multimedia educational resources include short-form videos and PDFs that can be used to share product knowledge with clients. Comprehensive asset-class education is available for all levels of advisors. It includes product-specifics and introductory basics. Advisors can self-pace their certification process and have real-time supervision from home with the help of custom compliance tracking and supervisory software. Automate and integrate to deliver products--and product education--seamlessly to wealth management firms and financial professionals, in real time. You can increase efficiency through streamlined education, compliance oversight, and direct connection to a central product repository.
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Pricing
Free Trial:
Yes
Integrations
Company Details
Company:
MoneyGuide
Headquarters:
United States
Website:
www.moneyguidepro.com/ifa/Home/MoneyGuidePro#product-pro
Media
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Product Details
Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
In Person
Videos
Customer Support
Phone Support
24/7 Live Support
Online
MoneyGuidePro Features and Options
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