MoneyGuide
Goals-based financial planning software from Envestnet, formerly MoneyGuidePro.
envestnet.comMoneyGuide is planning software that lets advisors and clients build and update plans together, with tools for retirement distribution, cash flow, estate planning and prospecting. The company says it has more than 270 integration partners.
Envestnet bought MoneyGuide's maker, PIEtech, for a reported $500 million, closing the deal on May 1, 2019. Envestnet was taken private by Bain Capital in 2024, so MoneyGuide now sits inside a Bain-controlled company.
What it does
- Goals-based planning
- Retirement distribution
- Cash flow planning
- Estate planning
- Prospecting tools
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