Money Guide Pro

MoneyGuide is compatible with Windows PCs, Apple Macs, iPads, iPhones, and Tablet PCs. Supported web browsers include Microsoft Internet Explorer version 11 (not in compatibility mode), Microsoft Edge, Mozilla Firefox, Google Chrome, and Apple Safari (all latest versions). Required browser settings include enabled JavaScript and Cookies, and the Adobe Acrobat Reader or another PDF reader plugin.

If your login fails without an error message, you may need to allow third-party cookies. For Internet Explorer, go to Tools > Internet Options > Privacy > Sites, then add the URL of your broker dealer's website and 'https://www.moneyguidepro.com' to the allowed list.

MoneyGuide focuses on client-centric goal-based planning, combining sophisticated financial planning with ease of use for advisors and clear results for clients. It emphasizes interactive planning, What If scenarios, stress testing, and real-world financial uncertainties.

Yes, in the Advisor Options section, you can configure your version of MoneyGuide by adding, deleting, or renaming asset classes and model portfolios. You can also enter projected return and correlation information for custom portfolios.

Envestnet MoneyGuide is committed to protecting client privacy and data security. They do not disclose or share client information without authorization, and the platform uses web-based security measures to safeguard data.

MoneyGuidePro includes goal-based planning, asset allocation, lifetime income plans with Monte Carlo simulations, college and retirement planning, insurance needs analysis, estate planning, and a unique sharing feature for collaborative planning between advisors and clients.

MoneyGuide allows you to explore multiple scenarios by changing assumptions like rates of return, inflation, and goals. Stress tests include historical back-testing, bad timing scenarios, and class sensitivity tests to show how plans might perform under different conditions.

Yes, MoneyGuide is a web-based system, allowing clients to access their plans via the internet from any location. Advisors can also share plans with clients or other advisors for collaborative planning.