MoneyGuide Employee Directory

Envestnet MoneyGuide is a financial technology company that develops cloud-based financial planning software for financial advisors and wealth management professionals. Its platform provides interactive, goals-based planning tools that help advisors create, manage, and evaluate financial plans based on clients' lifetime objectives. The company offe... rs solutions for retirement planning, investment and asset allocation analysis, tax planning, risk management, Social Security optimization, estate planning, cash-flow analysis, and financial wellness. Its product portfolio includes MoneyGuide, Dash, MyBlocks, and Wealth Studios, enabling advisors to serve clients ranging from prospective investors to high-net-worth individuals with complex financial and estate planning needs.Read More