Covr Integrations

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.