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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Run your business according to your vision, and let us assist you in scaling your established advisory practice without treating you merely as a salesperson. We offer all the resources you need for success while allowing you to take the reins. Our innovative platform handles the tedious tasks, enabling you to concentrate on guiding clients with wealth-building strategies. Spend more time crafting futures and less time managing paperwork, as we eliminate administrative burdens for both you and your clients. Our user-friendly dashboard enhances your visibility and control over operations, along with an all-in-one account aggregation feature. You will also have access to personalized coaching sessions and an elite practice management training program aimed at client acquisition and business growth. With a dedicated webpage, a flexible monthly marketing budget, and state-of-the-art digital prospecting tools, we equip you with everything necessary for success. Additionally, our centralized marketing team and advanced technology platform are designed to enhance your prospecting efforts and improve client experiences, ensuring you have all the support you need to thrive in your business.

Description

Envestnet MoneyGuide focuses on streamlining financial planning that is centered around achieving specific goals, making it accessible for everyone. Our user-friendly financial planning resources empower advisors of various sizes to tailor their services according to the distinct requirements of each client. With a client-centric design, MoneyGuidePro® delivers advanced solutions and intelligent assumptions to assist advisors in managing the intricate financial factors affecting their clients' lives. Additionally, MoneyGuideElite℠ serves as an interactive planning platform that allows advisors to visually represent aspects such as income distribution, tax strategies, lifetime protection plans, and the pros and cons of annuities. To facilitate effective communication and information gathering, we provide an array of resources including questionnaires, brochures, and videos. Furthermore, our marketing storefront allows you to personalize printed materials with your own contact details and branding, enhancing your professional image. This comprehensive approach ensures that advisors are well-equipped to support their clients' financial journeys.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AdvisoryWorld No 
Altruist No 
Black Diamond Wealth Platform No 
ByAllAccounts No 
Envestnet Wealth Management Platform No 
Envestnet | Tamarac No 
FP Alpha No 
FinFolio No 
MAUI No 
Morningstar No 
Morningstar Advisor Workstation No 
Orion No 
PreciseFP No 
ProTracker Advantage No 
Redtail CRM No 
SmartOffice No 
TD Ameritrade No 
Wealthbox No 
XLR8 RMS No 

Integrations

AdvisoryWorld Yes 
Altruist Yes 
Black Diamond Wealth Platform Yes 
ByAllAccounts Yes 
Envestnet Wealth Management Platform Yes 
Envestnet | Tamarac Yes 
FP Alpha Yes 
FinFolio Yes 
MAUI Yes 
Morningstar Yes 
Morningstar Advisor Workstation Yes 
Orion Yes 
PreciseFP Yes 
ProTracker Advantage Yes 
Redtail CRM Yes 
SmartOffice Yes 
TD Ameritrade Yes 
Wealthbox Yes 
XLR8 RMS Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Farther

Country

United States

Website

www.farther.com/for-advisors

Vendor Details

Company Name

Envestnet

Founded

1999

Country

United States

Website

www.moneyguidepro.com/ifa/Home/MoneyGuidePro

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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