MoneyGuide | Envestnet

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Financial Planning, Investment Research, Portfolio Management, Portfolio Reporting, Retirement Planning, Risk Profiling, TAMP, Tax Planning

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About

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.

Contacts

https://www.moneyguidepro.com/

support@moneyguide.com

https://www.linkedin.com/company/moneyguidepro-pietech-inc/

https://twitter.com/MoneyGuidePro

Products / Services

Tax Planning
Financial Planning
Retirement
Risk Management
Stress Testing
Allocation Comparison
Plan Analytics
Reporting
Estate Planning

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

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Partnership: 0

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Oranj

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FinFolio

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LoanBuddy

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Portfolio Pathway

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ePlan Services

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Partnership: 0

Broadridge Advisor Solutions

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Partnership: 0

Addepar

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Advent | SS&C

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Integrations: 1

Partnership: 0

Advisor View | Tamarac | Envestnet

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AssetBook

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Baer Software

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Broadridge Data Aggregation and Financial Reporting

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Capitect

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Collegiate Funding Solutions (CFS)

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Commonwealth Financial Network

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Integrations: 3

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Advisor Products

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Partnership: 0

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CRM

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Partnership: 0

AllData PFM | Fiserv

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AppCrown

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Partnership: 0

Aqumulate

Account Aggregation

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Partnership: 0

Black Diamond | Advent | SS&C

Billing, Portfolio Management, Portfolio Reporting, Rebalancing, Tax Planning

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Integrations: 7

Partnership: 0

BOX.com

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Broadridge

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Charles Schwab

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Partnership: 0

CircleBlack

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E*TRADE

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Integrations: 24

Partnership: 0

Fidelity

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Partnership

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