Envestnet MoneyGuide

Envestnet MoneyGuide is a financial planning software designed to assist financial advisors in creating customized and detailed financial plans for their clients. According to the vendor, this software is suitable for financial advisors of all sizes, from solo planners to large enterprise firms. It is widely used by professionals in various industries, including financial advisors, wealth management firms, independent registered investment advisors (RIAs), broker-dealers, and insurance agencies.