PARTNER - ENvestNET MoneyGuide

Increase Your Efficiency with the Asset-Map + Envestnet MoneyGuide Integration

The Asset-Map + Envestnet MoneyGuide integration allows for seamlessly synchronized client account information directly from Envestnet MoneyGuide to the Asset-Map Platform. With real-time sharing of client data and visual reports, these improvements enhance advisor efficiency while helping you build more meaningful conversations.

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Features Overview

Ease of Use

Quickly and easily connect Asset-Map through Envestnet MoneyGuide, where you can easily create new households or update an existing household to seamlessly synchronize client account information.

Smooth Report Generation

Easily generate Asset-Map reports directly from Envestment MoneyGuide for a smooth transition into Asset-Map. From there, you’ll be able to customize, apply stencils, create Target-Maps, and run client reports.

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This Integrations Requires

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