Everyone needs and deserves a quality financial plan.®



  • Free Education Use
  • Full Functionality
  • 100% Web-based – can run in any browser and on tablets (iPad)
  • Access to training videos and user guides
  • Great resume experience for students

Envestnet MoneyGuide understands the importance of technology in universities' financial planning programs. We also know resources for these programs are limited. That's why MoneyGuide is commited to helping you provide software to your students for FREE.

We're a web-based software program, so you don't have to implement software downloads or maintain computer labs. It's easy to get started. Give your students the web address to create an account. They'll have immediate access to MoneyGuide, and can create financial plans for any of your courses.

MoneyGuide is easy-to-use so your students have a short learning curve. MoneyGuide features include:

  • Retirement Planning
  • College Planning
  • Asset Allocation
  • What If Scenarios
  • Insurance Analysis (Life, Disability, LTC)
  • Estate Planning
  • Budgeting
  • Reporting
  • And many more!

To get more in-depth information on MoneyGuide, go to www.moneyguidepro.com.


Some of the Schools Currently Using MoneyGuide ...