Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is transforming the way financial advice and wellness are delivered. Their mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone.
"I have been using MoneyGuidePro® in my financial planning practice for about a year now. Without exaggeration, I can say it has revolutionized the way in which I help clients plan for their future. The primary strengths of MoneyGuidePro®, from my perspective, are ease of use, minimization of complexity, shareability with clients, and attractive interface. All four have contributed mightily to making MoneyGuidePro® a mainstay of my practice.As you know, I believe that long-range financial forecasts should strike a balance between inclusiveness of assumptions, and clarity of presentation. MoneyGuidePro® appears to have achieved that balance. The software does not overwhelm me or my clients with endless complexity. As Warren Buffet has said, it is more important to be associated with long-range financial forecasts. MoneyGuidePro® does a great job of helping my clients see approximately what their future will be like.Because it is web-based, I am able to use MoneyGuidePro® with clients anywhere on the globe. Clients don't even have to come to my office; we frequently use teleconferences, the client in front of his computer, I in front of mine. That is in keeping with my philosophy of making financial planning as easy and painless as possible for the client. Above all, I and my clients really enjoy using MoneyGuidePro®. It is a beautiful piece of software. Although it satisfies 90% of my needs now, I look forward to future enhancements."
Read Envestnet | MoneyGuide Reviews, Testimonials & Customer References from 7 real Envestnet | MoneyGuide customers.