MoneyGuidePro (Envestnet)
MoneyGuidePro is a widely used financial planning software that utilizes visual illustrations to demonstrate income sources, compare investment recommendations, and assist advisors in goal-based planning.
Contact MoneyGuidePro (Envestnet)
Email: sales@moneyguide.com
Phone: 1-800-841-5312
Web: https://www.moneyguidepro.com/
Products
Includes advanced estate planning tools, block-modeling techniques, survivor needs analysis, estate ... more...
Enables modeling of college savings goals, costs by institution type, inflation, investment returns,... more...
Interactive financial planning platform with dynamic goal-setting and tracking, user-friendly interf... more...