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Envestnet›
Products & Services
AddedApr 29, 2026
UpdatedMay 29, 2026
MoneyGuidePro

Envestnet› offers MoneyGuidePro

Product
Currently Offered

MoneyGuidePro is Envestnet's goals-based financial planning software for advisors, used by over 40 percent of US financial planners.

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Overview

MoneyGuidePro is a goals-based financial planning workstation owned by Envestnet, originally built by PIETech and acquired by Envestnet in 2019. Advisors use it to model retirement, college savings, asset allocation, insurance needs, estate planning, social security, and debt management, with a Play Zone interactive feature that lets clients change retirement age, savings, or goals and immediately see the impact.

The platform is the largest financial planning tool in the US by market share, named the leader in financial planning software in the T3 Inside Information Advisor Software Survey for the seventeenth consecutive year as of 2024. Distribution runs through Envestnet's connected platform alongside Tamarac, Yodlee, and the wider Envestnet wealth network; MoneyGuidePro competes directly with eMoney Pro and Morningstar Direct Advisory Suite.

MoneyGuidePro - Classification

Industry
  • Financial Planning

MoneyGuidePro - Direct Competitors

  • Morningstar

    Morningstar logo

    Direct Advisory Suite

    morningstar.com

  • eMoney Advisor

    eMoney Advisor logo

    eMoney Pro

    emoneyadvisor.com

  • Orion Advisor Solutions

    Orion Advisor Solutions logo

    Orion Advisor Technology

    orion.com

AttributeMoneyGuideProDirect Advisory SuiteeMoney ProOrion Advisor Technology
ProviderEnvestnetenvestnet.com$1.4B raised · PublicMorningstarmorningstar.com$91M raised · PubliceMoney Advisoremoneyadvisor.com$250M raised · Acquired SubsidiaryOrion Advisor Solutionsorion.com
Founded1999198420001999
Sells ToEnterpriseIndividuals, InstitutionalEnterprisesBusiness
Pricing Model—SubscriptionB2B SubscriptionSubscription
Ownership—Public, Public-Private Partnership——
MoneyGuidePro

Provider Envestnetenvestnet.com$1.4B raised · Public

Founded 1999

Sells To Enterprise

Pricing Model —

Ownership —

Direct Advisory Suite

Provider Morningstarmorningstar.com$91M raised · Public

Founded 1984

Sells To Individuals, Institutional

Pricing Model Subscription

Ownership Public, Public-Private Partnership

eMoney Pro

Provider eMoney Advisoremoneyadvisor.com$250M raised · Acquired Subsidiary

Founded 2000

Sells To Enterprises

Pricing Model B2B Subscription

Ownership —

Orion Advisor Technology

Provider Orion Advisor Solutionsorion.com

Founded 1999

Sells To Business

Pricing Model Subscription

Ownership —

MoneyGuidePro - Similar Products & Services

  • Morningstar Direct logo

    Morningstar Direct