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 income gaps, while visually demonstrating where their money is coming from and how to appropriately meet retirement goals.
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“MoneyGuide was created to ensure individual complex planning needs could be met, and we are thrilled to partner with Buckingham Strategic Wealth to provide scalable and efficient financial planning software,” said Tony Leal, President of Envestnet | MoneyGuide. “We view Buckingham as the perfect partner, given how dedicated they are to ensuring their advisors’ success. We are excited to work with them and help their advisors get to know their clients better, offer more detailed advice, and help put their clients on the path to achieve financial wellness.”
Buckingham Strategic Wealth partnered with MoneyGuide in an effort to ensure their advisors had access to comprehensive software to assist clients with all financial planning decisions. Elite’s capabilities on secure income modeling, total income modeling and advanced lifetime protection, enables advisors to illustrate income distribution, analyze the benefits and tradeoffs of annuities in a plan, and uncover a new way of protecting clients.
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“As we looked to ensure our advisors had access to the best-in-class client engagement model and allowed our advisors to provide sophisticated investment advice, partnering with MoneyGuide was ideal,” said David Levin, Chief Operating Officer of Buckingham Wealth Partners. “MoneyGuide is an industry leader, and we are excited about offering our advisors the use of its premium planning solution – MoneyGuideElite. We are thrilled about this partnership and excited to see the future updates that will continue to provide benefits to our advisors.”
Elite was launched in April 2019 and enables advisors to address more complex financial planning needs. For more information on Envestnet MoneyGuide, or to learn more about its suite of products, including MoneyGuideOne and MoneyGuidePro
