Is Money Guide Pro safe?

Is Money Guide Pro safe?

Robust Security Program MoneyGuide, Inc. (“MG”) DBA Envestnet MoneyGuide takes great pride in our comprehensive security program. We have a proven program of security-controls designed to protect customer data against the full range of threats.

What Does Money Guide Pro cost?

MoneyGuidePro Pricing: $1,295/year for a solo license (multi-advisor and enterprise discounts available, along with discounts through numerous membership associations).

Is eMoney cash flow based?

As the only full-spectrum planning platform in the industry that offers both goals-based and cash flow planning, eMoney allows advisors to plan seamlessly across the entire client lifecycle and serve more clients.

What is MoneyGuide pro?

MoneyGuide helps clients define and prioritize their Goals into Needs, Wants and Wishes before meeting with you. What Are You Afraid of? is a dynamic presentation feature allowing you to plan for factors outside of anyone’s control and answer tough questions in the move of a simple slider.

Who owns Money Guide Pro?

EnvestnetMoneyGuide, Inc. / Parent organization
Bob Curtis Bob founded Envestnet MoneyGuide, formerly known as PIEtech, Inc., in 1997. He has over 30 years of experience as an innovator in the software industry and has been designing financial planning software for the financial services industry for the past 25 years.

How much does eMoney cost per month?

For instance, while financial planning software is typically an “overhead cost to be managed”, MoneyGuidePro costs about $100 a month while eMoney Advisor costs over $300 a month. Both are good financial planning software packages, but what eMoney Advisor does have, that MoneyGuidePro does not, is its client portal.

How much does eMoney cost?

At an annual cost of $3,600 per advisor for the recently upgraded 360 Pro package, eMoney is more expensive than the average financial planning application. A discounted annual price of $2,400 per advisor is available for firms with 2 or more advisors, as long as all advisors in the firm are included as subscribers.

How do you manage personal cash flow?

Here are a few pointers to help you with your personal cash flow management system:

1. Have a personal spending plan. Your fixed expenses are just that – predictable and fixed.
2. Map out your cash flow.
3. Allocate money in each pay period.
4. Identify your spending methods.
5. Automate, automate, automate!

How Long Has Money Guide Pro been around?

1997
MoneyGuidePro: Financial Planning is Never Static

Does envestnet own MoneyGuidePro?

Envestnet is set to acquire PIEtech, the creator of MoneyGuide solutions, which includes MoneyGuidePro, MoneyGuideOne and MoneyGuideElite for $500 million. Envestnet is to acquire PIEtech for $295 million in cash and approximately 3.185 million shares of Envestnet common stock.

Does moneyguidepro have a free version?

Financial risk management solution that enables financial advisors customize portfolios, generate net worth statements, analyze life insurances, and more. MoneyGuidePro pricing starts at $50.00 as a flat rate, per month. They do not have a free version. MoneyGuidePro offers a free trial.

What makes moneyguidepro so successful?

Part of MoneyGuidePro’s success is attributed to its visually engaging, user-friendly presentation. The main portal is designed to fully engage the client, including Play Zone where the client can input different choices and options to see potential effects.

What is the best financial planning software?

MoneyGuidePro ®, our flagship product, has been named the #1 Financial Planning Software 14 years in a row.

Is eMoney the best financial planning software?

eMoney offers a very in-depth program and is known for its detailed cash flow analysis module. Of over 1,000 respondents who reported using financial planning software, 29.02% reported using eMoney, up from 25% in 2017. Additionally, it earned the highest average user rating (8.0) of all of the financial planning tools that the survey included.