Envestnet | MoneyGuide is a leading brand that offers a suite of web-based Financial Planning and Retirement Planning Software products. Their goal is to create fast and easy financial planning solutions to help individuals achieve their financial wellness. With their intuitive and easy-to-use software suite, Envestnet MoneyGuide provides advisors and clients with a collaborative online planning experience.

The MoneyGuide suite includes a range of powerful tools such as Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. It also offers dynamic configurations to build and scale your ideal financial planning offering, including MyBlocks, MoneyGuideElite℠, and Wealth Studios. Through features like interactive sliders, holistic stress testing, and detailed cash flow charts, MoneyGuide helps clients define and prioritize their goals, manage long-term expectations, and gain a comprehensive view of their financial future.

This allows advisors to make informed decisions and help clients live an Intelligent Financial Life™. Join Envestnet | MoneyGuide today and revolutionize your wealth planning experience