Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

MoneyGuidePro | 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.

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.

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.
HiddenLevers equips financial advisors, asset managers, and wealth management executives with portfolio stress testing, investment proposal generation, and risk monitoring tools.
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.

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MoneyGuide | Envestnet

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