What AI says about MoneyGuidePro
MoneyGuidePro is an interactive, goals-based financial planning platform that provides advisors with tools for client engagement, cash-flow analysis, estate and tax planning, and collaborative reporting.
AI calls itgoals-based planning,fast,goal-based planning,industry standard,steep learning curve,intuitive
Since Jul 5Updated Nov 7, 2026Based on 1,213 AI answers
Reviewed by Dimitry Apollonsky
Mentioned in · Public index
8%
of AI answers about MoneyGuidePro and its rivals · since Jul 5
Based on 1,213 AI answers
- ChatGPT9%
- Google AI Mode6%
How often AI mentions MoneyGuidePro
of AI answers about MoneyGuidePro and its rivals
Track your brand free to see 13 weeks of history.
Use the left and right arrow keys to read each date.
Sep 7OctOct 26
Markets where AI mentions MoneyGuidePro
All marketsChatGPTGoogle AI Mode
Topics where AI mentions MoneyGuidePro
TopicMentioned in · on this topicRank
- AI picks mostMentioned in
- As a Financial Advisor, what's the best financial planning software for creating retirement plans for clients?on this questionAI picks RightCapital most93%
Excerpts where MoneyGuidePro appeared in the AI's answer
ChatGPTOct 27, 2026, ChatGPT My recommendation is to start with eMoney Advisor, MoneyGuidePro, and RightCapital.
Google AI ModeSep 19, 2026, Google AI Mode MoneyGuidePro (by Envestnet) : The historic market share leader, particularly strong for goal-based planning.
- What's the best retirement planning software for a financial advisor to create detailed projections?on this questionAI picks RightCapital most83%
Excerpts where MoneyGuidePro appeared in the AI's answer
Google AI ModeSep 14, 2026, Google AI Mode MoneyGuidePro (by Envestnet) - Best For: Collaborative, goals-based retirement planning and fast data gathering.
Google AI ModeSep 6, 2026, Google AI Mode MoneyGuide (MoneyGuidePro): A pioneer in goals-based financial planning.
- I am looking for a wealth management platform for independent registered investment advisors.on this questionAI picks Orion Advisor Solutions and 2 more about as often12%
Excerpts where MoneyGuidePro appeared in the AI's answer
Google AI ModeAug 28, 2026, Google AI Mode Envestnet MoneyGuide (MoneyGuidePro) : A staple in the industry for collaborative, goal-based financial planning.
- best financial planning software for small businesseson this questionAI picks Jirav most12%
- Which practice management platforms are best for small RIAs needing portals, billing, and custodian integrations?on this questionAI picks Advyzon and 3 more about as often5%
- What's the best AI assistant for a financial advisor to prep for client meetings?on this questionAI picks Zocks and 1 more about as often5%
Excerpts where MoneyGuidePro appeared in the AI's answer
MoneyGuidePro in AI answers
1 of 4
As a Financial Advisor, what's the best financial planning software for creating retirement plans for clients?
ChatGPTChatGPT· Oct 27, 2026
My recommendation is to start with eMoney Advisor, MoneyGuidePro, and RightCapital.
Google AI ModeGoogle AI Mode· Sep 19, 2026
MoneyGuidePro (by Envestnet) : The historic market share leader, particularly strong for goal-based planning.
Sites AI cites
- Your site12%
- Envestnet | MoneyGuide - Financial Planning Software (opens in a new tab) · 5%
- Envestnet | MoneyGuide - Financial Planning Software (opens in a new tab) · 3%
- Envestnet | MoneyGuide - Financial Planning Software (opens in a new tab) · 2%
- Envestnet | MoneyGuide - Financial Planning Software (opens in a new tab) · 1%
- Envestnet | MoneyGuide - Goals-Based Planning (opens in a new tab) · 1%
- 10%
- Best Retirement Planning Software for Advisors | Income Lab (opens in a new tab) · 4%
- Income Lab vs MoneyGuidePro: Which Should Advisors Choose? (opens in a new tab) · 3%
- Switching from MoneyGuidePro: What Advisors Need to Know (opens in a new tab) · 3%
- Compare the Top Retirement Planning Software | Income Lab (opens in a new tab) · 1%
- 5%
- MoneyGuidePro or Right Capital? (or your preferred financial planning software) (opens in a new tab) · 2%
- Which financial planning software do you recommend? (opens in a new tab) · 2%
- A choice between the two: eMoney or MoneyGuidePro? (opens in a new tab) · 1%
- Financial planning software recommendations : r/fatFIRE - Reddit (opens in a new tab) · 1%
