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What is Telarus SolutionVue?

SolutionVue is a cutting-edge platform tailored for self-directed sales assessments, aligning customers' immediate and long-term goals with an extensive selection of technologies drawn from a unique database that includes over 400 accredited suppliers across Telarus' main markets. By employing industry-specific questionnaires, SolutionVue significantly improves the quality of customer interactions while simplifying the discovery process. Completely customized to fit each customer conversation, it offers top supplier recommendations, relevant resources, cost-saving tactics, and effective process best practices. This platform enables you to engage, advise, and cultivate robust relationships with clients, ultimately fostering connections that support business growth. Furthermore, SolutionVue creates a fluid questionnaire that directs conversations, ensuring key needs are prioritized and leading you to ask the most pertinent questions at the right times. As initial answers are gathered, the system adjusts subsequent queries to explore any technological gaps the customer might face. In essence, SolutionVue is an indispensable resource for enhancing customer engagement and achieving favorable results, making it a crucial ally in the sales process. It enhances the overall efficiency of sales interactions, ensuring that businesses remain competitive in a rapidly evolving market landscape.

What is MoneyGuidePro?

Envestnet MoneyGuide is dedicated to simplifying the financial planning process by aligning it with specific goals, making it accessible to a wide audience. Our intuitive financial planning tools enable advisors of all sizes to customize their offerings to meet the unique needs of each client. With a focus on client-centered design, MoneyGuidePro® provides sophisticated solutions and informed assumptions that aid advisors in navigating the complex financial elements that impact their clients' lives. In addition, MoneyGuideElite℠ offers an interactive platform for advisors to visually demonstrate various components such as income distribution, tax optimization strategies, lifetime protection plans, and the advantages and disadvantages of annuities. To enhance communication and data collection, we supply a variety of resources like questionnaires, brochures, and educational videos. Moreover, our marketing storefront enables you to personalize marketing materials with your contact information and branding, which helps to foster a professional image. This well-rounded strategy ensures that advisors are thoroughly prepared to guide their clients through their financial journeys while also adapting to their evolving needs. In doing so, we strive to create a supportive environment that promotes financial literacy and informed decision-making for all clients.

Media

Media

Integrations Supported

Addepar
AdvisoryWorld
Axos Invest
Black Diamond Wealth Platform
Blueleaf
ByAllAccounts
Envestnet Analytics
Envestnet Portal
Envestnet | Yodlee
FIS Hedge Fund Portfolio Manager
FinFolio
MAUI
Morningstar Advisor Workstation
NetX360
Practifi
PreciseFP
Pulse
SmartOffice CRM
Wealthbox
Work-Relay

Integrations Supported

Addepar
AdvisoryWorld
Axos Invest
Black Diamond Wealth Platform
Blueleaf
ByAllAccounts
Envestnet Analytics
Envestnet Portal
Envestnet | Yodlee
FIS Hedge Fund Portfolio Manager
FinFolio
MAUI
Morningstar Advisor Workstation
NetX360
Practifi
PreciseFP
Pulse
SmartOffice CRM
Wealthbox
Work-Relay

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Telarus

Date Founded

2002

Company Location

United States

Company Website

www.telarus.com/tools/solutionvue/

Company Facts

Organization Name

MoneyGuide

Company Location

United States

Company Website

www.moneyguidepro.com/ifa/Home/MoneyGuidePro#product-pro

Categories and Features

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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