Search Results for: MoneyGuide

Envestnet | Moneyguide, FP Alpha Integration Empowers Advisors to Offer More Personalized Advice
Finance News

Envestnet | Moneyguide, FP Alpha Integration Empowers Advisors to Offer More Personalized Advice

Fintech News Desk
by Fintech News Desk0
FP Alpha, an artificial intelligence-driven, holistic financial planning solution, and Envestnet | MoneyGuide, an industry leader in client-centered financial planning innovation, announced a powerful integration which will allow advisors to take their goal-based planning for clients one step further by highlighting additional planning recommendations increasing their overall value proposition. Latest Fintech Insights: Leading......
AnalytixInsight’s MarketWall Launches GEMINA, a Trading Platform for Banks and Brokers
Business Capital Markets Fintech News

Envestnet | MoneyGuide Launches MoneyGuideEngine – API-Based Financial Planning

Fintech News Desk
by Fintech News Desk0
Envestnet | MoneyGuide announced the launch of MoneyGuideEngine, a repertoire of financial algorithms that offer the same capabilities that power the industry’s No. 1 financial planning solution. MoneyGuideEngine is now available and accessible to any personal finance-based digital offerings. Read More:  XP Inc. Acquires Riza M&A “Essentially, we are now......
Envestnet | MoneyGuide Adds MaxMyInterest Integration, Empowering Advisors to View and Better Optimize a Client's Full Financial Profile
Business Fintech News

Envestnet | MoneyGuide Adds MaxMyInterest Integration, Empowering Advisors to View and Better Optimize a Client’s Full Financial Profile

Fintech News Desk
by Fintech News Desk0
Industry-leading financial planning innovator adds premier high-yield cash solution offering to help advisors plan even more holistically while guiding clients on the path to financial wellness Envestnet | MoneyGuide and MaxMyInterest (“Max”) announced an integration to give advisors more insight into clients’ held-away cash balances and provide an intelligence-driven solution......
Envestnet | MoneyGuide Now Offering Premium Version of Plan Analytics
Fintech News

Envestnet | MoneyGuide Now Offering Premium Version of Plan Analytics

Fintech News Desk
by Fintech News Desk0
Plan Analytics Premium Includes Three New Features That Sift and Sort Data for Advisors, Saving Them Time While Surfacing Opportunities That May Have Otherwise Gone Overlooked After launching plan analytics earlier this year, Envestnet | MoneyGuide is now offering Plan Analytics Premium, an add-on component that takes the data sifting and visualization capabilities of......
Envestnet | MoneyGuide Enhances Client Portal with Virtual Plan Sharing to Support Advisors' Digital Client Engagement
Business Fintech News

Envestnet | MoneyGuide Enhances Client Portal with Virtual Plan Sharing to Support Advisors’ Digital Client Engagement

Fintech News Desk
by Fintech News Desk0
Envestnet | MoneyGuide announced the rollout of an enhancement to the MoneyGuide Client Portal that will enable clients to safely and securely interact with their advisor within the portal. As in-person meetings have become rare amid the current COVID-19 pandemic, this empowers advisors to better engage with clients using MoneyGuide......
LPL Acquires Fintech Firm Blaze Portfolio
Fintech Investment Services News

LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration

Fintech News Desk
by Fintech News Desk0
A Leading Financial Planning Solution Is Newest Clientworks Connected Partner, Expanding Choice and Making It Easier for LPL Advisors to Deliver Personalized Advice LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced that Envestnet MoneyGuide is the newest technology solution integrated with ClientWorks Connected. Advisors who......
Envestnet | MoneyGuide Empowers Advisors at Buckingham Wealth Partners to Deliver New Levels of Financial Wellness to Their Clients with its Advanced Planning Solution - MoneyGuideElite
Banking Fintech News

Envestnet | MoneyGuide Empowers Advisors at Buckingham Wealth Partners to Deliver New Levels of Financial Wellness to Their Clients with its Advanced Planning Solution – MoneyGuideElite

Fintech News Desk
by Fintech News Desk0
Envestnet | MoneyGuide, the creator of leading financial planning software, MoneyGuidePro announced a partnership with Buckingham Wealth Partners, providing access to the MoneyGuide Elite planning software to advisors under their umbrella. Elite, MoneyGuide’s more advanced planning product, has the ability to address the complexities of clients’ financial needs by identifying......
Envestnet and Salesforce Partner to Enhance Experiences for Financial Planners
Finance Fintech News

Envestnet and Salesforce Partner to Enhance Experiences for Financial Planners

PR Newswire
by PR Newswire0
Partnership to Provide Seamless Financial Planning Experiences for Financial Services Customers in the United States Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, and Salesforce, the global leader in CRM, today announced a partnership to deliver a connected and seamless financial planning experience for Envestnet customers using......
iCapital Launches Structured Investments Through the Envestnet Platform
Fintech Investment Services News

iCapital Launches Structured Investments Through the Envestnet Platform

Business Wire
by Business Wire0
iCapital, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced it has launched a holistic structured investment ecosystem within Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, that includes full proposal generation and the......
Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform
Finance News

Envestnet Announces Business Line Transformation to Streamline and Accelerate the Growth of Its Financial Wellness Ecosystem

Fintech News Desk
by Fintech News Desk0
Envestnet Aligns Business Under Envestnet Solutions, Envestnet Data and Analytics, and Envestnet WealthTech Envestnet announced organizational changes to accelerate the growth of the Envestnet financial wellness ecosystem by streamlining its business into three business lines: Envestnet Solutions, Envestnet Data and Analytics, and Envestnet WealthTech. The new structure is designed to......
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