Does Moneyguide Pro Have A Client Portal? The acquisition of MoneyGuidePro will allow Envestnet to gain access to the software’s large user base as well as the assets of MoneyGuidePro. advisory firms, has been acquired by Envestnet Inc., a provider of wealth management technology. PIEtech, a provider of wealth management technology to a number of U.S. PIEtech, based in Scotts Valley, California, currently owns and operates the software. Envestnet Acquires Pietech And Moneyguideproįor financial advisors, MoneyGuidePro is a popular software tool that they use to create financial plans and presentations. However, you can expect to pay a monthly subscription fee of around $50 in order to access the full range of Money Guide Pro’s features and services. There is no definitive answer to this question as it depends on a number of factors, including the specific features and services that you require. Your clients should be guided toward their long-term objectives through the client portal, and you can link their accounts within their financial plan with aggregation features. The Client Portal and Aggregation options give you access to up-to-date information as well as the ability to better manage your clients’ financial activity. There is reasonable pricing for a solo license, at $12,95 per year (multi-advisor discounts and enterprise discounts are available, in addition to discounts through a number of membership organizations). With the help of MoneyGuidePro, you can assist clients in making informed decisions about their futures. Moneyguidepro: A Great Way To Help Your Clients Plan For Their Future What scares you? It enables you to plan for unknown factors outside of your control and answer tough questions in a simple slider by dynamically presenting your ideas. Clients can use MoneyGuide to prioritize their goals and needs in order to identify, prioritize, and plan their needs, wants, and wishes before meeting with you.
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