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Fintech Integration Marketplace / Wealth Management / Financial Planning

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MoneyGuide | Envestnet

MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as the most used financial planning software by RIAs. Its popularity is driven by MoneyGuidePro’s unique ability to make sophisticated, goal-based planning fast and easy.

MoneyGuidePro believes that every investor needs and deserves a high quality financial plan and that every Advisor should have the means to provide it. Because MGP is smart, easy-to-use and adaptable, each Advisor can provide a personalized planning experience for each client. MGP includes retirement and college planning, asset allocation, insurance needs analysis and estate planning.

Website

https://www.moneyguidepro.com/

Contacts

support@moneyguide.com

https://www.linkedin.com/company/moneyguidepro-pietech-inc/

https://twitter.com/MoneyGuidePro

MoneyGuide | Envestnet
  • Tax Planning
  • Financial Planning
  • Retirement
  • Risk Management
  • Stress Testing
  • Allocation Comparison
  • Plan Analytics
  • Reporting
  • Estate Planning
MoneyGuide | Envestnet

Companies that integrate with MoneyGuide

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Addepar
Addepar
Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting.
#Portfolio Reporting #Account Aggregation #Analytics
SS&C Advent
Advent | SS&C
SS&C Advent delivers technology solutions and services to financial services clients big and small around the globe.
#Portfolio Management #Account Aggregation #Analytics #Rebalancing #Trading #Portfolio Reporting
Advisor Products
Advisor Products
Advisor Products content marketing toolset provides easy-to-use communication tools and measurable results.
#Content Management
Envestnet | Tamarac
Advisor View | Tamarac | Envestnet
Advisor View delivers powerful portfolio analysis, flexible reporting, and extensive billing capabilities.
#Portfolio Reporting #Analytics #Billing
Advisor360
Advisor360 | Commonwealth Financial
Advisor360° is a subsidiary of Commonwealth Financial Network (Waltham, Mass.), the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S.
#Broker-Dealer Platforms #Analytics #CRM #Document Management #Financial Planning #Rebalancing #Portfolio Management #Portfolio Reporting
Advisors-Assistant
Advisors Assistant
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.
#CRM
AdvisoryWorld
AdvisoryWorld
AdvisoryWorld is a leading provider of technology for financial planning, portfolio analytics, and proposal generation.
#Portfolio Management #Analytics #Financial Planning #Proposal Generation
advyzon
Advyzon
Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms.
#CRM #Billing #Document Management
AI Labs
AI Labs
AI Labs develops FinTech solutions that help financial advisors improve the way they work with their clients
#Account Aggregation #Financial Planning #Portfolio Reporting
Albridge | BNYMellon
Albridge Applink
Through Applink™ integration solution, advisors can seamlessly access tools for CRM, portfolio management, risk management and more.
#Account Aggregation
fiserv
AllData Advisor | Fiserv
AllData Advisor® from Fiserv automates the creation of a consolidated view of client assets and liabilities.
#Account Aggregation
fiserv
AllData PFM | Fiserv
AllData PFM is a value-added solution that helps your customers develop a complete financial picture across all their online accounts and institutions.
#Account Aggregation
Aqumulate
Aqumulate
Aqumulate is a technology firm designing software to aggregate financial data of clients.
#Account Aggregation
Asset-Map
Asset-Map
A visual communication tool for financial professionals to create a simple illustration of their clients complete financial landscape.
#Financial Planning #College Planning #Retirement Planning
AssetBook
AssetBook
AssetBook equips Advisors with robust portfolio accounting software, attractive client reporting and experienced technology consulting at an affordable price.
#Billing #Analytics #Portfolio Reporting
Baer Software
Baer Software
Baer Software is a computer software company based out of 440N Wolfe Rd, Sunnyvale, California, United States.
#Technology
Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
#Portfolio Management #Billing #Rebalancing #Portfolio Reporting #Tax Planning
Blueleaf
Blueleaf
Blueleaf is a provider of Financial Relationship Management Software.
#Portfolio Reporting #Account Aggregation #Billing
Box.com
BOX.com
Box is the Cloud Content Management company that empowers enterprises to revolutionize how they work by securely connecting their people, information and applications.
#Document Management #Content Management
Broadbridge
Broadridge
Broadridge Data Aggregation and Financial Reporting solution enables getting performance reports, track and audit representative activity, seamlessly flow data to third party applications and beat competitors to key insights.
#Portfolio Reporting #Account Aggregation #Portfolio Management #Retirement Planning
Broadbridge
Broadridge Advisor Solutions
Broadridge Advisor Solutions is the premier provider of solutions-based marketing and reporting tools designed to assist financial professionals with building their brand, sharing their knowledge, and optimizing their practice.
#Content Management #Marketing
Broadbridge
Broadridge Data Aggregation and Financial Reporting
Broadridge Data Aggregation and Financial Reporting solution enables getting performance reports, track and audit representative activity, seamlessly flow data to third party applications and beat competitors to key insights.
#Portfolio Reporting #Account Aggregation
Capitect
Capitect
The Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process through advanced engineering and innovative design.
#Portfolio Management #Account Aggregation #Billing #Rebalancing #Portfolio Reporting
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
#Broker-Dealer Platforms #Custodial Platforms #Custodian #Financial Planning #Portfolio Management #Retirement Planning
CircleBlack
CircleBlack
CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location.
#Portfolio Reporting #Billing #Rebalancing #Retirement Planning
LPL Financial
ClientWorks | LPL Financial
ClientWorks is a comprehensive advisor platform designed to help advisors spend less time on operational tasks and devote more time to building relationships and achieving practice goals.
#Broker-Dealer Platforms
Collegiate Funding Solutions
Collegiate Funding Solutions (CFS)
Collegiate Funding Solutions (CFS) is a leading provider of innovative and integrated web-based college planning and funding solutions and college planning software for the financial services industry and financial services professionals.
#College Planning
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial Network is the nation's largest privately held Registered Investment Adviser–independent broker/dealer.
#Broker-Dealer Platforms #Portfolio Management #Investment Research #Portfolio Reporting
E*Trade
E*TRADE
E*TRADE is a leading financial services company and pioneer in the online brokerage industry.
#Broker-Dealer Platforms #Trading #Portfolio Management #Retirement Planning
eMoney
eMoney Advisor | Fidelity Investments
eMoney is a wealth planning system for financial advisors.
#Financial Planning #Account Aggregation #Analytics #Retirement Planning #Tax Planning
Envestnet
Envestnet
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness.
#Portfolio Management #Financial Planning #Portfolio Reporting #Proposal Generation
Envestnet | Tamarac
Envestnet | Tamarac
Envestnet | Tamarac, a division of Envestnet, Inc., is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers.
#Portfolio Management #Billing #CRM #Rebalancing #Trading #Portfolio Reporting
Fi360
Fi360 | Broadridge
Fi360 provides fiduciary-centric software tools, data analytics, and educational programs to financial advisors.
#Investment Research #Analytics
Fidelity
Fidelity
Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
#Custodian #Analytics #Portfolio Management #Trading #Investment Research
FinaMetrica
Finametrica
FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors and enterprises create lifelong relationships.
#Risk Profiling
FinFolio
FinFolio
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
#Portfolio Accounting #Billing #Rebalancing #Trading #Portfolio Reporting
Grendel Equisoft
Grendel | Equisoft
Grendel is a CRM, Client Portal, and Performance centric platform, built from the ground up for the financial services industry.
#CRM
HiddenLevers
HiddenLevers
HiddenLevers equips financial advisors, asset managers, and wealth management executives with portfolio stress testing, investment proposal generation, and risk monitoring tools.
#Risk Profiling #Analytics #Portfolio Management #Investment Research #Portfolio Reporting #Proposal Generation
Junxure
Junxure
Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm.
#CRM
LoanBuddy
LoanBuddy
LoanBuddy helps clients pay off their student loans.
#College Planning #Financial Planning
Morningstar
Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
#Investment Research
Morningstar
Morningstar Advisor Workstation
Morningstar Advisor Workstation provides financial advisors with tools for investment planning, portfolio analysis, security research, and sales presentations.
#Investment Research #Analytics
Morningstar
Morningstar Office
Morningstar Office is Morningstar's Web-based solution for financial advisors. It brings together the best of our capabilities in investment research, portfolio accounting, and client communications.
#Portfolio Management
MX
MX
MX created a new approach to financial data aggregation by procuring and acting on user data no matter where they have chosen to hold their accounts.
#Account Aggregation
Fidelity
National Financial Services | Fidelity
National Foinancial Services (NFS) is a registered broker-dealer owned by Fidelity Global Brokerage Group.
#Custodian
Pershing
NetX360 | Pershing
NetX360 is Pershing's digitally enabled professional platform for broker-dealers, wealth managers and advisors.
#Account Aggregation #Analytics #Custodial Platforms #Document Management #Financial Planning #Trading #Portfolio Management #Portfolio Reporting #Cybersecurity
Charles Schwab
OpenView Gateway | Schwab
The Schwab OpenView Gateway platform provides advisors who custody with Schwab Advisor Services™ with comprehensive integration capabilities via leading third-party solutions that, in combination with Schwab Advisor Services’ proprietary tools, help streamline workflows so advisors can focus on serving clients.
#Account Aggregation
Oranj
Oranj
Oranj reimagines financial advisors’ technology so they can spend less time managing and more time advising.
#Portfolio Management #Rebalancing #Trading
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
Panoramix for Financial Advisors
Panoramix
Panoramix™ is a comprehensive, full featured and flexible billing & performance system customizable for advisors’ processes, with multiple methodologies, and white labeled for advisor branding with our client portal.
#Billing #Portfolio Reporting #Cybersecurity
Portfolio Pathway
Portfolio Pathway
Portfolio Pathway is a robust wealth management platform that started from a cloud-based portfolio management system and have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more.
#Portfolio Reporting #Billing #Rebalancing #Trading #Tax Planning
Practifi
Practifi
Practifi is the new benchmark for CRM-based systems in financial advice.
#CRM #Analytics #Broker-Dealer Platforms #Marketing
PreciseFP
PreciseFP
PreciseFP is an automated engagement and onboarding platform that enables you to gather, store and securely distribute client information online
#Risk Profiling #Analytics #Compliance #Financial Planning #Document Management
ProTracker
ProTracker Advantage
ProTracker Software specializes in practice management software designed for financial planning and investment advisory businesses.
#CRM
Quovo
Quovo | Plaid
Quovo is a data platform that provides connectivity to financial accounts at over 14,000 institutions.
#Account Aggregation
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
#Risk Profiling #Analytics #Rebalancing #Portfolio Management #Trading #Proposal Generation
Salentica
Salentica | SS&C
Salentica is a provider of integrated Customer Relationship Management (CRM) solutions and software with over 20 years of experience exclusively in CRM for Wealth Management. It was acquired by SS&C Technologies in 2016.
#CRM
SEI
SEI Wealth Platform
The SEI Wealth Platform is an end-to-end solution that enables your firm to provide a comprehensive, modern and fully integrated advisor and client experience that supports front-, middle-, and back-office services all within a single infrastructure.
#Custodial Platforms
SmartOffice Ebix
SmartOffice | Ebix
SmartOffice is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenue.
#CRM
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
#Custodian #College Planning #Financial Planning #Portfolio Management #Trading #Investment Research #Retirement Planning
TradePMR
TradePMR
TradePMR provides brokerage and custody services for registered investment advisors.
#Custodian
TD Ameritrade
VEO One | TD Ameritrade
TD Ameritrade Veo One is a trading platform which gives users an integrated vision of their activity and asset positions.
#Custodial Platforms
Wealth Access
Wealth Access
Wealth Access is one of the industry’s largest independent personal financial management and account aggregation platform
#Account Aggregation
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
#CRM
Fidelity
Wealthscape | Fidelity
Wealthscape is developed in close collaboration with Fidelity's clearing and custody clients. It serves as a gateway to connect firms to new Fidelity tools and third-party solutions, including eMoney Advisor's wealth planning software.
#Custodial Platforms #Rebalancing #Portfolio Management
XLR8
XLR8 | Concenter Services
XLR8 is the highly customized solution for Financial Services such as: Financial Advisory, Wealth Management, Personal Insurance, Commercial Insurance, and Corporate Plans, etc.
#CRM
Envestnet Yodlee
Yodlee | Envestnet
Yodlee is the leading data aggregation and data analytics platform, enabling financial institutions and FinTech innovators to help their consumers live better financial lives through innovative products and services.
#Account Aggregation #Analytics

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MoneyGuide | Envestnet

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