MONEYGUIDE

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... Envestnet MoneyGuide is dedicated to this mission - 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... At Envestnet MoneyGuide, we develop financial planning software for financial advisors. We believe that everyone can benefit from professional financial advice. Our software does not replace the advisor, instead it is designed to enhance the advisor's value with a more comprehensive financial planning process.

Also known as: MoneyGuide, Inc.

Primary location: Powhatan United States