at Financial Technnology Year
Please contact them if you have any questions.
Envestnet MoneyGuide
from Envestnet
Financial planning software offering goal-based planning, retirement analysis, estate planning, tax planning, and cash flow management with client engagement tools.
Category:
Financial Planning Tools
Solutions that support comprehensive financial planning for clients, including retirement, tax, estate, and cash flow planning.
Analysis on right >
Category:
Retirement Planning Systems
Specialized software for modeling retirement scenarios, calculating required savings rates, projecting retirement income needs, and analyzing Social Security optimization strategies.
Category:
Estate Planning Tools
Software for modeling estate tax scenarios, trust planning, charitable giving strategies, and intergenerational wealth transfer planning.
Financial Planning Tools analysis
Security and Compliance
(10 Yes /10 Known /10 Possible features)
|
1. Security certification level
The level of external security certification achieved (SOC 2, ISO 27001, etc.)
Product and vendor have achieved SOC 2 and/or ISO certified security standards (per Envestnet compliance releases).
|
|
|
2. Disaster recovery
Comprehensive backup and recovery capabilities
Disaster recovery and data backup capabilities are documented on the vendor's security/disaster recovery documentation.
|
|
|
3. Vulnerability testing
Regular security testing and vulnerability assessments
Regular vulnerability testing and third-party security assessments are referenced in Envestnet’s compliance summaries.
|
|
|
4. Secure client communication
Encrypted communication channels with clients
All client/advisor digital communication is encrypted (secure messaging/chat, document transfer).
|
|
|
5. Data residency options
Control over geographic location of data storage
Data residency choices (regionally specific hosting) are offered for enterprise deployments.
|
|
|
6. Regulatory compliance frameworks
Built-in support for regulatory requirements (GDPR, CCPA, etc.)
Compliance frameworks such as GDPR and CCPA are explicitly referenced in MoneyGuide legal/compliance materials.
|
|
|
7. Audit logging
Detailed tracking of all system access and changes
Audit logging is core functionality (for compliance, security monitoring).
|
|
|
8. Role-based access control
Granular permission settings based on user roles
Role-based access control for staff, advisors, and clients is present.
|
|
|
9. Multi-factor authentication
Additional security layers beyond password protection
Multi-factor authentication is required for both advisor and client portals/accounts.
|
|
|
10. Data encryption
Encryption of sensitive data both in transit and at rest
All sensitive client data is encrypted in-transit and at-rest, as per platform security documentation.
|
Reporting and Analytics
(9 Yes /9 Known /10 Possible features)
Please log in to see this information. (Why do we ask this?)
Data Integration and Aggregation
(9 Yes /9 Known /10 Possible features)
Please log in to see this information. (Why do we ask this?)
Client Collaboration and Communication
(9 Yes /9 Known /10 Possible features)
Please log in to see this information. (Why do we ask this?)
Estate Planning
(8 Yes /8 Known /10 Possible features)
Please log in to see this information. (Why do we ask this?)
Tax Planning
(7 Yes /7 Known /10 Possible features)
Please log in to see this information. (Why do we ask this?)
Retirement Planning
(9 Yes /9 Known /10 Possible features)
Please log in to see this information. (Why do we ask this?)
Investment Portfolio Management
(10 Yes /10 Known /11 Possible features)
Please log in to see this information. (Why do we ask this?)
Financial Goal Management
(9 Yes /9 Known /10 Possible features)
Please log in to see this information. (Why do we ask this?)
Publicly available data, summarised using AI.
If you are the vendor, claim your page