{
  "slug": "moneyguidepro-envestnet",
  "name": "moneyguidepro-envestnet",
  "description": "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.",
  "url": "https://optimly.ai/brand/moneyguidepro-envestnet",
  "websiteUrl": "https://moneyguidepro.com/",
  "logoUrl": "https://logo.clearbit.com/moneyguidepro.com",
  "baiScore": 47,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": "Incumbent",
  "archetype_status": "active",
  "category": "Financial Planning Software",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-08-09T00:03:16.250Z",
  "verifiedVitals": {
    "website": "https://moneyguidepro.com",
    "headquarters": "Powhatan, VA",
    "pricing_model": "Annual subscription per advisor, with options for annual subscription paid monthly. Add-ons are priced annually per user.",
    "core_products": "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.",
    "key_differentiator": "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.",
    "target_markets": "Financial advisors, wealth management firms, and institutions serving individual and ultra-high-net-worth clients.",
    "subcategory": "Wealth Management Software"
  },
  "intentTags": {
    "problemIntents": [
      "Manual Financial Planning: Utilizing spreadsheets, traditional calculators, and generic templates for financial planning, lacking integration and dynamic updates.",
      "Financial Planning Consulting Firm: Outsourcing advanced or complex financial planning tasks to a specialized consulting firm or paraplanner service.",
      "Limited or No Comprehensive Planning: Advisors provide minimal financial planning services, focusing mainly on investment management, or clients manage their finances without professional guidance."
    ],
    "solutionIntents": [
      "MoneyGuidePro financial planning software",
      "Envestnet financial advisor tools",
      "wealth management software for advisors",
      "goal-based planning for financial professionals",
      "estate planning software for advisors",
      "Disparate Software Solutions: Using individual, unintegrated software for different aspects like retirement planning, estate planning, and risk assessment, leading to data silos and inefficiencies."
    ],
    "evaluationIntents": []
  },
  "businessProfileClaims": [],
  "timestamp": 1786579993039
}