Moneyguide

Envestnet | MoneyGuide is dedicated to making goal-based financial planning efficient and approachable.

Dedicated to the mission that everyone needs and deserves a quality financial plan – and focuses exclusively on helping advisors use financial planning to more effectively motivate each client to create, implement and maintain an investment strategy that best meets their lifetime financial goals.

MoneyGuide is the first collaborative internet-based financial planning software that offers a unique client-centered approach. The goal-based planning approach is meaningful to the client and more productive for the advisor.