moneyguidepro-envestnet
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Overview
Tagline Brand's website · 2026-10-04
A comprehensive and integrated suite combining goal-based, cash-flow, and advanced estate planning within a single platform, strongly focused on client engagement through interactive tools and robust third-party data integrations, catering to a wide range of advisor and client needs.
Description Brand's website · 2026-10-04
MoneyGuidePro, an Envestnet company, provides comprehensive goal-based financial planning, detailed cash-flow, and advanced estate planning solutions for financial advisors. It offers various modules and integrations to support client engagement and plan management.
Offerings
Core capabilities Brand's website · 2026-10-04
- MoneyGuide (Comprehensive Goal-Based Planning)
- Wealth Studios (Detailed Cash-Flow & Advanced Estate Planning)
- Platform (Bundled suite of MoneyGuide
- Wealth Studios
- Dash
- My Blocks)
- Dash (personalized planning journey)
- MyBlocks (interactive modular financial planning tool)
- Yodlee integration
- MX integration
- Morningstar Risk Profiler integration.
Pricing Brand's website · 2026-10-04
Annual subscription per advisor, with options for annual subscription paid monthly. Add-ons are priced annually per user.
Audience
Target industry Brand's website · 2026-10-04
Financial advisors, wealth management firms, and institutions serving individual and ultra-high-net-worth clients.
Landscape
Competitors Brand's website · 2026-10-04
- eMoney Advisor
- RightCapital
- Orion Advisor Solutions
- Advicent (NaviPlan)
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Claim moneyguidepro-envestnet — free →Page last updated 2026-10-17.