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Envestnet | MoneyGuide - Financial Planning Software Cash Flow Bring the Detail When You Need It Map out your client's retirement years with the Retirement Cash Flow Chart The chart plots out the various goals, options, surpluses and shortfalls that can happen over the life of the plan, based on your client's plan inputs More Features
Envestnet | MoneyGuide - Cash-Flow Planning Collaborative cash-flow and estate planning features in the MoneyGuide financial planning software provide high-level insights and detailed views
Envestnet | MoneyGuide - Goals-Based Planning Help reduce your client’s tax burden Based on the client’s goal, calculate and test the strategies, and immediately see the impact on the client’s plan, including probability of success and overall tax savings
Envestnet | MoneyGuide - Training Collaborate with us to create a custom agenda so we can focus our time together on coaching your advisors on the best practices and positioning of key MoneyGuide features that resonate with your niche client base
Wealth Planning - MoneyGuidePro Interactively demonstrate advanced estate planning strategies, address client cash flow questions prior to retirement, and model dynamic net worth over time in Wealth Studios
Feature Spotlight: Client Portal - MoneyGuidePro MoneyGuidePro’s Client Portal has been revamped to increase the ease and efficiency of the data gathering and plan sharing processes Advisors determine the level of access they would like their clients to have The program provides six default sharing modes that range from simple data gathering to editing their full plan Snapshot, our most popular sharing mode, gives the client an overall
Envestnet | MoneyGuide - Financial Planning Software The key features of MoneyGuidePro ® Planning are provided below One version of the system for both advisors and clients Simple enough for clients to use, sophisticated enough for the range and complexity that advisors need in comprehensive financial plans Plans can be copied and modified, so creating multiple plans is quick and easy
MoneyGuidePro | May Newsletter Please note you may have intermittent access from Friday, May 12 9:00 PM ET - Saturday, May 13 8:00 AM ET The results for plans with the following features will be modified, and should be carefully reviewed prior to meeting with your clients All Historical Indices College Expenses Healthcare Expenses LTC Expenses
MoneyGuidePro Feature Spotlight: Using SMART Portal to Improve Client . . . Would you open an account at a bank that didn't have online banking available? Probably not, mainly because you couldn't find one Investors do everything online We know they also want to be able to access their retirement plan online, as evidenced by the emergence of robo-advisors Fortunately, MoneyGuidePro's SMART Portal allows you to give your clients online access to the plan you created
MoneyGuidePro® News | December 2016 New Features in myMoneyGuide® On Monday, December 5th, we launched a new version of myMoneyGuide® In this latest release of myMoneyGuide®, we added new features to help better serve you and your clients