Financial Planning

The Gateway to Achieving Financial Wellness
At Envestnet, we are dedicated to equipping enterprises and advisors with the products and services needed to help clients achieve financial wellness. Our extensive data, best-in-class technology, and wealth management services empower advisors to build goals-based strategies to help ensure better outcomes for clients. 

MoneyGuideOne

A streamlined planning solution, provide quality plan results in less than five minutes. MoneyGuideOne enables advisors new to planning, or introducing planning to their practice, to create financial plans without compromising on quality.

MoneyGuidePro®

Navigate the complex financial elements of your clients' lives by leveraging the advanced solutions and smart assumptions in MoneyGuidePro. With a focus on the client experience, see why it's been the #1 financial planning software for 12 years in a row.

MoneyGuideElite

MoneyGuideElite is an interactive planning solution that enables advisors to visually illustrate income distribution, tax planning and income protection strategies, and the benefits and tradeoffs of annuities. An immersive client experience brings these dynamic solutions together to help advisors craft their story, engage in effective conversations, and deliver financial wellness.

MyBlocks

MyBlocks is a revolutionary, client-engagement tool that breaks down key financial wellness topics into bite size modules called blocks.

Applicable to every level of financial professional, MyBlocks allows you to engage with clients to facilitate incremental financial decisions through a captivating user interface.

Offer a solution to your clients that enables them to be an active participant in the planning process and showcase your value as their advisor.