Financial Planning Software
MoneyGuide empowers your clients to be active participants in the planning process with interactive engagement tools to help make their dreams a reality.
Make your clients’ money more powerful with financial planning tools for advisors
By enabling you to collaborate and communicate advice in a way that your clients understand, Envestnet MoneyGuide helps you gain deeper adoption and better outcomes. That means more opportunities for business growth, and more opportunities to support a broader set of clients.
Experience comprehensive financial planning software done differently
Deliver financial planning to more clients with our offerings
FEATURED CAPABILITY
Interact with your clients’ lifestyles
Play Zone® is a unique interactive MoneyGuide feature of our financial planner software that allows you and your clients to vary plan elements that are within their control—like retirement age or goals and savings—and immediately see the impact those changes will cause.
Find the right combination of capabilities, features, and controls for your business
See PricingUsed, trusted, and ranked the #1 planning software by the financial advice industry
- 70% of top 20 U.S. banks
- 75% of top 20 IBDs
- 60% of top 20 insurance-owned BDs
- 270+ integration partners
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Explore our solutions
Elevate your practice with integrated software and solutions.
Portfolio Management Software
With access to UMAs, alternate investments, institutional-quality investment strategies, tax optimization tools, and other services, advisors can craft personalized portfolios that reflect investors’ unique financial goals and values.
Trading & Reporting Tools
Integrated trading, reporting, and CRM tools from Envestnet | Tamarac connect with your financial planning workflows to help you increase efficiency and deliver a more holistic client experience.
Wealth Management Technology
Our user friendly, adaptive wealth management technology is designed to help you serve more clients, more efficiently, with configurable tools for financial planning, data analysis, trading, reporting, CRM, client portals, billing, and more.
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Interactive tour
Take a tour of MoneyGuide’s goal-based planning solution
See how MoneyGuide’s robust, advisor-driven approach goes beyond basic planning to help advisors collaborate more closely with clients on achieving the goals that are most important to them.
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See the industry's #1 financial planning software in action
Dive deeper with these resources and events
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Report
The state of financial planning fees
New benchmark data shows a meaningful shift in how advisors price financial planning. The study highlights how fees, client demographics, and business models are reshaping the economics of advice.
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Get practical tips for evaluating financial planning software based on your planning philosophy, the client experience, long-term scalability and more.
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Interactive Cash Flow and Estate Planning
Join us to learn how Wealth Studios can help advisors provide more tailored solutions ranging from the sale of a business to multi-generational planning with one vendor relationship.