Vendor
Envestnet MoneyGuidePro
MoneyGuide is a comprehensive planning platform that helps clients create and manage their financial plans through interactive and dynamic tools.
Powhatan, US
Official websiteSector footprint
One company, every side of the market
WealthThis site
Envestnet MoneyGuidePro
MoneyGuide is a comprehensive planning platform that helps clients create and manage their financial plans through interactive and dynamic tools.
Capability matrix
| Capability | Envestnet MoneyGuidePro |
|---|---|
| Client Portal | ● |
| Comprehensive Planning | ● |
Parent organization
Envestnet MoneyGuidePro
Founded
2026
Scale
1 sector presence