Envestnet | MoneyGuide

Financial planning runs on clarity, trust, and conversation. So where does AI fit? At #ENVElevate 2026, Conor Grennan (AI Mindset, Former NYU Stern) shares how to turn AI into practical planning habits. Join us: bit.ly/4rzv1e0

Choosing financial planning software is a growth decision. The right platform can improve client conversations, reduce friction across your tech stack, and help your firm scale with confidence. See a smarter way to evaluate your options: bit.ly/4tC0OMQ

The MoneyGuide Paraplanning Certificant Program is built to help advisors initiate, scale, and deepen planning relationships through hands-on training focused on real-world planning scenarios, all at your own pace. Learn more and register here. web.cvent.com/event/8ac76dd0…

The best financial advisors know: perspective drives better planning outcomes. #ENVElevate brings you voices that challenge how you think, lead, and guide clients through every decision. Meet every moment in Phoenix this May. Register for Elevate: bit.ly/4bKO2p5

Join us in Philadelphia and Minneapolis for a live, hands-on MoneyGuide training. You'll gain practical strategies to deepen client conversations, enhance outcomes, and deliver more value in every meeting. bit.ly/4dJVzFX

Financial planning is the foundation of great advice, but delivering planning to every client is harder than it sounds. Dash can help advisors scale planning across their entire client base while maintaining meaningful client relationships. Learn how: bit.ly/3NILONK

Many Americans—especially underserved households—don’t engage in financial planning because they think they don’t have enough money or don’t know where to start. That gap is an opportunity. Dash helps turn early curiosity into planning conversations: bit.ly/4bjpOka

Great advisors don’t chase outcomes. They commit to standards. Nick Saban brings his “process” mindset to #ENVElevate, connecting championship leadership to portfolio discipline, trust, and long-term growth. Control the controllables. Meet every moment. bit.ly/4rzv1e0

Clients want clarity, confidence, and increasingly, they want guaranteed income options woven into a thoughtful strategy. Join MoneyGuide and Wealthbox for an exclusive webinar on how integrated workflows are transforming retirement distribution planning. bit.ly/4ljqbjE

The hardest part of financial planning isn’t the analysis. It’s getting started. Dash, MoneyGuide’s newest innovation, removes that barrier. Join us and see how easy it can be to turn conversations into planning relationships: register.gotowebinar.com/register/87563…

Today, we introduced Dash, a new prospecting experience that helps advisors start meaningful planning conversations with just five essential data points: bit.ly/3N88CGA

At #ENVElevate, the MoneyGuide sessions go well beyond software tips — they’re built to strengthen the core of a planning-led advisory business. If financial planning is central to how you deliver value, check out the agenda. bit.ly/4qFNGUY

Winter 2026 MoneyGuide updates deliver enhanced retirement, state tax, Medicare IRMAA, estate, and cash flow modeling, helping advisors reflect real-world complexity with greater precision and confidence. bit.ly/4s74VQe

In our upcoming CE-approved webinar with @LincolnFncl, we will explore the gap between awareness and planning, how it creates a real opportunity for advisors to guide clients with confidence and clarity, and the practical strategies you can use right away. bit.ly/4tHMqn5

MoneyGuide’s financial planning platform brings together intuitive design, deep planning capabilities, and seamless advisor workflows—so you can spend more time guiding clients and less time wrestling with technology. resources.envestnet.com/financial-plan…

Make this your moment. Join us at #ENVElevate to explore how modern financial planning and wealth management technology can power better decisions, streamline advice delivery, and improve client outcomes across the lifecycle. bit.ly/4qFNGUY

In the @FPAJournal, MoneyGuide's Matt Wilson explains how wealthtech can change that. When technology handles the structure and follow-up, advisors can stay focused on guidance, clarity, and trust. bit.ly/3ZhOTGQ

The way financial plans are brought to life can make a meaningful difference in how clients engage and move forward. Explore an interactive tour to see how a modern planning experience can support more confident, collaborative client conversations. bit.ly/4bRDuFl

Learn how advisors can deliver plans more effectively — helping clients better understand recommendations, stay engaged, and move forward with confidence. bit.ly/4oHH33B

We're excited to be recognized by the Stevie Awards for Sales and Customer Service. These awards honor excellence across customer service, business development, and sales on a global stage.