Envestnet | MoneyGuide @ENVMoneyGuide
Leading financial planning software provider to empower and engage clients. Social media disclosure: https://t.co/JmNCLYNybW moneyguidepro.com Powhatan, VA Joined March 2009-
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Our Tax Planning feature helps advisors make those strategies visible, like: 🔸 Roth conversions 🔸 Qualified Charitable Distributions 🔸 Early qualified distributions in retirement 🔸 A client's probability of success 🔸 Total lifetime tax liability bit.ly/4e48xhH
Running scenario after scenario can slow planning down. MoneyGuide’s SuperSolve analyzes the plan and recommends adjustments that could improve a client’s Probability of Success—helping advisors get to actionable insights faster. Optimize your processes: bit.ly/3Q8n9DD
Financial planning has become a revenue stream—not just a service. Our 2026 State of Financial Planning Fees study, prepared by @DatosInsights, explores how advisors are charging for planning, emerging fee trends, and the future of advice. 👉 bit.ly/43qMPhV
Estate planning lessons can come from unexpected places. At #ENVElevate, celebrity stories helped show why planning conversations matter early, giving advisors real examples to surface better questions before families face the wrong outcomes.
Join us for a review of the fifth annual State of Financial Planning Fees study, where we'll explore how ongoing client engagement, expanded service offerings, and clearer fee structures are shaping the future of financial planning. Save your spot: bit.ly/4g8RtIC
At #ENVElevate, Matt Wilson shared how MoneyGuide is helping advisors move beyond static plans toward proactive, opportunity-driven client conversations, with innovation focused on deeper engagement, confidence, and growth.
MoneyGuide’s latest release is here, and it’s built to help you do more with every client conversation. From faster meeting prep to deeper strategy modeling, these updates are designed to turn planning into a more powerful driver of engagement and advice. bit.ly/4dJDRCe
Clients don’t want a static plan sitting in a vault. They want guidance that evolves with their lives. This webinar will cover how advisors can create more dynamic, engaging planning experiences that strengthen relationships and drive action. bit.ly/3RoYM4L
#ENVElevate 2026 showcased how adaptive WealthTech, AI, and connected planning experiences are shaping the future of financial advice. Exciting to see the industry focused on helping advisors deliver more personalized, proactive, and scalable client experiences.
That’s a wrap on #ENVElevate 2026. Thank you to the advisors, RIAs, broker-dealers, asset managers, enterprises, speakers, sponsors, partners, and teams for meeting every moment in Phoenix. We'll see you in 2028!
#ENVElevate Day 2 kicked off with Conor Grennan, CEO of AI Mindset, and Jonathan Linstra on moving AI from experimentation into real impact – embedding it into daily workflows, boosting engagement, and scaling advice without losing the human touch.
We're connecting financial planning into the foundation of advice. Strong start to #ENVElevate in Phoenix!
Elevated experiences, elevated technology, elevated insights, and elevated moments to help you meet every moment. With Day 1 coming to a close, here are some of the moments from this morning that bring #ENVElevate to life.
Planning is where advice becomes personal. At #ENVElevate, Matt Wilson showed how MoneyGuide fits into a more connected advisor workflow, helping advisors use AI-supported insights while keeping client goals, tradeoffs, and next steps at the center.
Envestnet shared a roadmap built for speed, clarity, and advisor control. From Report Studio to Wealth Trading and proposal tools, the platform is smarter, more connected, and ready to help advisors turn insight into action. #ENVElevate bit.ly/42IIeHy
Adaptive WealthTech is about making advice smarter, simpler, and more connected. At #ENVElevate, Chris Todd shared how Envestnet is reducing workflow friction and building a platform ready for a future where intelligence scales instantly.
RIAs, broker-dealers, asset managers, and wealthtech leaders from across the industry are gathering together at #ENVElevate for a 2-day immersive experience designed to help advisors meet every moment. Here's a behind-the-scenes look at us getting ready for you yesterday!
Our #ENVElevate “Know Before You Go” is your inside track to making the most of every moment in Phoenix. From can’t-miss sessions to onsite tips and what to expect, this is the playbook our community waits for every year. Let’s meet the moment. bit.ly/4fjeOHi
Join our MoneyGuide Paraplanning Certificant Program, a hands-on training designed for paraplanners and support advisors who want to strengthen the foundation of every great plan: accurate data entry and sound assumptions. bit.ly/491Znzi
#ENVElevate wouldn’t be what it is without the partners who help bring it to life. To all our sponsors: thank you for your partnership, leadership, and commitment to our industry. bit.ly/3QWUbqa
Planning meetings cover a lot. MoneyGuide’s Single Page Plan gives clients a clear snapshot of goals, probability of success, insights, and next steps, all in one place. See it at #ENVElevate: bit.ly/4vVqaHr
Planning-led advice is becoming the standard, and fee models are shifting with it. New Envestnet | MoneyGuide / Datos Insights research finds average annual planning retainer fees are up 52% since 2023. bit.ly/4tjkJj9
New research from @ENVMoneyGuide and Datos Insights explores how advisors are evolving their approach to planning, pricing, and client relationships. See what’s shaping the future of advice: newsroom.envestnet.com/2026-05-04-Ave…
This May, MoneyGuide is bringing hands-on, in-person training to Seattle, Orlando, and Denver—designed to help you go deeper, move faster, and deliver more impactful plans. bit.ly/4sTUJdY
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