Envestnet MoneyGuide

MoneyGuide is Envestnet’s financial planning software used to build goals-based plans that connect client conversations into actionable investment strategies.

This connector gives Claude read-only access to select MoneyGuide data an advisor is already entitled to see, so they can ask questions in plain language.

Claude can provide a plan snapshot including plan health, goals, and net worth summary.

Useful for researching account information, preparing meeting materials, or analyzing clients and plans across your business.