Integrations /Financial Planning

Get started with Wealthbox + MoneyGuide

Modern CRM integrated with goals-based financial planning software.


Envestnet MoneyGuide focuses exclusively on helping advisors use financial planning to more effectively motivate each client to create, implement and maintain an investment strategy that best meets their lifetime financial goals. The integration with Wealthbox allows users to access MoneyGuide data from Wealthbox for easy account look up and single-sign-on.

Send contact details to MoneyGuide with the click of a button.

Get started with Wealthbox + MoneyGuide

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