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Security & compliance
The vendor hasn’t added security or compliance details yet.
Goal-based financial planning software for advisors from Envestnet.
Pricing
$2,000/advisor/year
Founded
2000
Team size
201-500 employees
Headquarters
Powhatan, VA
Preview from moneyguidepro.com
At a glance
Pricing model
Per seat
Try before you buy
Free trial
About MoneyGuidePro
MoneyGuidePro (Envestnet | MoneyGuide) is goal-based financial-planning software for professional financial advisors and wealth managers. It supports retirement and goal planning, insurance-needs and estate analysis, asset allocation, and interactive client-engagement tools such as MyBlocks and Wealth Studios for high-net-worth planning. It is a desktop/web planning platform used across advisory firms.
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Per seat
Free trial: Yes
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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MoneyGuidePro
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