{"id":440716,"date":"2021-02-22T08:41:18","date_gmt":"2021-02-22T13:41:18","guid":{"rendered":"http:\/\/www.marketnewsdesk.com\/?p=440716"},"modified":"2021-02-22T08:41:18","modified_gmt":"2021-02-22T13:41:18","slug":"envestnet-moneyguide-launches-moneyguideengine-api-based-financial-planning","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/envestnet-moneyguide-launches-moneyguideengine-api-based-financial-planning\/","title":{"rendered":"Envestnet | MoneyGuide Launches MoneyGuideEngine &#8211; API-Based Financial Planning"},"content":{"rendered":"<div class=\"xn-newslines\">\n<h2 class=\"xn-hedline\">The Industry-Leading Financial Planning Software Team Makes its Full Suite of Calculations Available via API; Any Digital Client Experience Can Now Access the Power of MoneyGuide<\/h2>\n<p class=\"xn-distributor\">PR Newswire<\/p>\n<\/p><\/div>\n<div class=\"xn-content\">\n<p>\n        <span class=\"xn-location\">RICHMOND, Va.<\/span>, <span class=\"xn-chron\">Feb. 22, 2021<\/span> \/PRNewswire\/ &#8212;\u00a0Envestnet | MoneyGuide announced the launch of MoneyGuideEngine, a repertoire of financial algorithms that offer the same capabilities that power the industry&#8217;s No. 1 financial planning solution. MoneyGuideEngine is now available and accessible to any personal finance-based digital offerings. <\/p>\n<div class=\"PRN_ImbeddedAssetReference\" id=\"DivAssetPlaceHolder1\">\n<p>\n          <a href=\"https:\/\/mma.prnewswire.com\/media\/1139293\/Envestnet__MoneyGuide_color_rgb_Logo.html\" target=\"_blank\" rel=\"nofollow noopener noreferrer\"><br \/>\n            <img decoding=\"async\" src=\"https:\/\/mma.prnewswire.com\/media\/1139293\/Envestnet__MoneyGuide_color_rgb_Logo.jpg\" title=\"For more information on Envestnet | MoneyGuide, please visit www.moneyguidepro.com and follow us on Twitter at @ENVMoneyGuide (PRNewsfoto\/Envestnet | MoneyGuide)\" alt=\"For more information on Envestnet | MoneyGuide, please visit www.moneyguidepro.com and follow us on Twitter at @ENVMoneyGuide (PRNewsfoto\/Envestnet | MoneyGuide)\" \/><br \/>\n          <\/a>\n        <\/p>\n<\/p><\/div>\n<p>&#8220;Essentially, we are now enabling firms to integrate our tried and tested &#8216;calculation brain,&#8217; or the central API engine that makes Envestnet | MoneyGuide tick, within their own planning software offerings and products,&#8221; said <b><span class=\"xn-person\">Tony Leal<\/span>, President of Envestnet | MoneyGuide<\/b>. &#8220;This means firms and advisors can own the fun part of creating the client planning experience, and they can rely on our award-winning APIs for the boring, yet essential, math and algorithms that connect the dots of the financial plan.&#8221; <\/p>\n<p>MoneyGuideEngine can help firms save time and worry less about maintaining financial projections\u2014giving them more time to focus on client experience. MoneyGuide&#8217;s financial projections are highly confirgurable, enablings firms to provide reliable financial advice based on their own views regarding capital markets.<\/p>\n<p>\n        <b>Examples: The Power of MoneyGuideEngine<\/b>\n      <\/p>\n<ul type=\"disc\">\n<li>\n          <b>Goal-Based Investing<\/b>: Firms can create their own digital experiences to get clients involved in the financial planning process. The MoneyGuideEngine can support projections to help a client understand savings progress towards a goal. <\/li>\n<li>\n          <b>Long-Term Financial Planning<\/b>: The MoneyGuideEngine is specialized to perform long-term projections to plan for the rest of one&#8217;s financial future. For example, the MoneyGuideEngine can calculate tax-efficient withdrawal strategies, provide insights related to possible future life insurance needs, and more. <\/li>\n<li>\n          <b>Self-Directed Planning<\/b>: The MoneyGuideEngine can handle a variety of financial topics, some of which may be appropriate for a client to address without an advisor. A firm could present substantial client-direct experiences on their website rather than just textual education.<\/li>\n<\/ul>\n<p>&#8220;The APIs available via MoneyGuideEngine can run a wide range of financial planning calculations and provide options and insights and the firm can decide how those are presented to clients,&#8221; said <b>Mr. Leal<\/b>. &#8220;This means any firm interested in creating their own financial planning tools can now run on MoneyGuide&#8217;s brain.&#8221;<\/p>\n<p>Information on Envestnet | MoneyGuide&#8217;s more than 210 integrations is available at <a target=\"_blank\" href=\"https:\/\/c212.net\/c\/link\/?t=0&amp;l=en&amp;o=3073356-1&amp;h=2149480094&amp;u=https%3A%2F%2Fwww.moneyguidepro.com%2Fifa%2FHome%2FIntegrationPartners&amp;a=https%3A%2F%2Fwww.moneyguidepro.com%2Fifa%2FHome%2FIntegrationPartners\" rel=\"nofollow noopener noreferrer\">https:\/\/www.moneyguidepro.com\/ifa\/Home\/IntegrationPartners<\/a>.<\/p>\n<p>\n        <b>About Envestnet | MoneyGuide<\/b><br \/>\n        <br \/>Envestnet, Inc. (NYSE:\u00a0ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Over 105,000 advisors across more than 5,100 companies including 17 of the 20 largest U.S. banks, 47 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs, and hundreds of FinTech companies, leverage the Envestnet platform to grow their businesses and client relationships.<\/p>\n<p>For more information on Envestnet | MoneyGuide, please visit\u00a0<a target=\"_blank\" href=\"https:\/\/c212.net\/c\/link\/?t=0&amp;l=en&amp;o=3073356-1&amp;h=2761721249&amp;u=https%3A%2F%2Fc212.net%2Fc%2Flink%2F%3Ft%3D0%26l%3Den%26o%3D2904298-1%26h%3D1803664383%26u%3Dhttp%253A%252F%252Fwww.moneyguidepro.com%252F%26a%3Dwww.moneyguidepro.com&amp;a=www.moneyguidepro.com\" rel=\"nofollow noopener noreferrer\">www.moneyguidepro.com<\/a>\u00a0and follow us on Twitter at\u00a0<a target=\"_blank\" href=\"https:\/\/c212.net\/c\/link\/?t=0&amp;l=en&amp;o=3073356-1&amp;h=1557453607&amp;u=https%3A%2F%2Fc212.net%2Fc%2Flink%2F%3Ft%3D0%26l%3Den%26o%3D2904298-1%26h%3D408470077%26u%3Dhttps%253A%252F%252Ftwitter.com%252FENVMoneyGuide%26a%3D%2540ENVMoneyGuide&amp;a=%40ENVMoneyGuide\" rel=\"nofollow noopener noreferrer\">@ENVMoneyGuide<\/a>\u00a0or\u00a0<a target=\"_blank\" href=\"https:\/\/c212.net\/c\/link\/?t=0&amp;l=en&amp;o=3073356-1&amp;h=220594984&amp;u=https%3A%2F%2Fc212.net%2Fc%2Flink%2F%3Ft%3D0%26l%3Den%26o%3D2904298-1%26h%3D1002880637%26u%3Dhttps%253A%252F%252Fwww.linkedin.com%252Fcompany%252Fmoneyguidepro-pietech-inc%26a%3DLinkedIn&amp;a=LinkedIn\" rel=\"nofollow noopener noreferrer\">LinkedIn<\/a>.<b>\u00a0<\/p>\n<p><\/b><b>CONTACT INFORMATION<\/p>\n<p>Media Contact for <\/b><b>Envestnet | MoneyGuide<\/p>\n<p><\/b><span class=\"xn-person\">Dana Taormina<\/span><br \/>JConnelly for Envestnet<br \/>973.647.4626<br \/><a target=\"_blank\" href=\"mailto:envestnetpr@jconnelly.com\" rel=\"nofollow noopener noreferrer\">envestnetpr@jconnelly.com<\/a><\/p>\n<p>\u00a0<\/p>\n<p>\u00a0<\/p>\n<p>\u00a0<\/p>\n<div class=\"PRN_ImbeddedAssetReference\" id=\"DivAssetPlaceHolder2\"><\/div>\n<p id=\"PURL\">\n        <img loading=\"lazy\" decoding=\"async\" title=\"Cision\" width=\"12\" height=\"12\" alt=\"Cision\" src=\"https:\/\/c212.net\/c\/img\/favicon.png?sn=NY85560&amp;sd=2021-02-22\" \/> View original content to download multimedia:<a id=\"PRNURL\" rel=\"nofollow\" href=\"http:\/\/www.prnewswire.com\/news-releases\/envestnet--moneyguide-launches-moneyguideengine--api-based-financial-planning-301232063.html\">http:\/\/www.prnewswire.com\/news-releases\/envestnet&#8211;moneyguide-launches-moneyguideengine&#8211;api-based-financial-planning-301232063.html<\/a><\/p>\n<p>SOURCE  Envestnet | MoneyGuide<\/p>\n<\/p><\/div>\n<p>    <img decoding=\"async\" alt=\"\" src=\"https:\/\/rt.prnewswire.com\/rt.gif?NewsItemId=NY85560&amp;Transmission_Id=202102220838PR_NEWS_USPR_____NY85560&amp;DateId=20210222\" style=\"border:0px;width:1px;height:1px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Industry-Leading Financial Planning Software Team Makes its Full Suite of Calculations Available via API; Any Digital Client Experience Can Now Access the Power of MoneyGuide PR Newswire RICHMOND, Va., Feb. 22, 2021 \/PRNewswire\/ &#8212;\u00a0Envestnet | MoneyGuide announced the launch of MoneyGuideEngine, a repertoire of financial algorithms that offer the same capabilities that power the industry&#8217;s No. 1 financial planning solution. MoneyGuideEngine is now available and accessible to any personal finance-based digital offerings. &#8220;Essentially, we are now enabling firms to integrate our tried and tested &#8216;calculation brain,&#8217; or the central API engine that makes Envestnet | MoneyGuide tick, within their own planning software offerings and products,&#8221; said Tony Leal, President of Envestnet | MoneyGuide. &#8220;This means firms and advisors can &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/envestnet-moneyguide-launches-moneyguideengine-api-based-financial-planning\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Envestnet | MoneyGuide Launches MoneyGuideEngine &#8211; API-Based Financial Planning&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-440716","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Envestnet | MoneyGuide Launches MoneyGuideEngine - API-Based Financial Planning - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/envestnet-moneyguide-launches-moneyguideengine-api-based-financial-planning\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Envestnet | MoneyGuide Launches MoneyGuideEngine - API-Based Financial Planning - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"The Industry-Leading Financial Planning Software Team Makes its Full Suite of Calculations Available via API; Any Digital Client Experience Can Now Access the Power of MoneyGuide PR Newswire RICHMOND, Va., Feb. 22, 2021 \/PRNewswire\/ &#8212;\u00a0Envestnet | MoneyGuide announced the launch of MoneyGuideEngine, a repertoire of financial algorithms that offer the same capabilities that power the industry&#8217;s No. 1 financial planning solution. MoneyGuideEngine is now available and accessible to any personal finance-based digital offerings. &#8220;Essentially, we are now enabling firms to integrate our tried and tested &#8216;calculation brain,&#8217; or the central API engine that makes Envestnet | MoneyGuide tick, within their own planning software offerings and products,&#8221; said Tony Leal, President of Envestnet | MoneyGuide. &#8220;This means firms and advisors can &hellip; Continue reading &quot;Envestnet | MoneyGuide Launches MoneyGuideEngine &#8211; API-Based Financial Planning&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/envestnet-moneyguide-launches-moneyguideengine-api-based-financial-planning\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2021-02-22T13:41:18+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/mma.prnewswire.com\/media\/1139293\/Envestnet__MoneyGuide_color_rgb_Logo.jpg\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/envestnet-moneyguide-launches-moneyguideengine-api-based-financial-planning\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/envestnet-moneyguide-launches-moneyguideengine-api-based-financial-planning\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"Envestnet | MoneyGuide Launches MoneyGuideEngine &#8211; 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MoneyGuideEngine is now available and accessible to any personal finance-based digital offerings. &#8220;Essentially, we are now enabling firms to integrate our tried and tested &#8216;calculation brain,&#8217; or the central API engine that makes Envestnet | MoneyGuide tick, within their own planning software offerings and products,&#8221; said Tony Leal, President of Envestnet | MoneyGuide. &#8220;This means firms and advisors can &hellip; Continue reading \"Envestnet | MoneyGuide Launches MoneyGuideEngine &#8211; API-Based Financial Planning\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/envestnet-moneyguide-launches-moneyguideengine-api-based-financial-planning\/","og_site_name":"Market Newsdesk","article_published_time":"2021-02-22T13:41:18+00:00","og_image":[{"url":"https:\/\/mma.prnewswire.com\/media\/1139293\/Envestnet__MoneyGuide_color_rgb_Logo.jpg","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/envestnet-moneyguide-launches-moneyguideengine-api-based-financial-planning\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/envestnet-moneyguide-launches-moneyguideengine-api-based-financial-planning\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"Envestnet | MoneyGuide Launches MoneyGuideEngine &#8211; 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