Envestnet | MoneyGuide Launches New Features to Enhance Financial Planning Capabilities
Enventnet has released its third technology update of 2026 for Envestnet | MoneyGuide, introducing enhancements aimed at improving usability and supporting more complex financial planning scenarios. The updates include stronger support for annuities and structured investments such as Deferred Income Annuities (DIA), Fixed Indexed Annuities (FIA), Registered Index-Linked Annuities (RILA), and Structured Investments. These additions allow advisors to incorporate detailed parameters like participation rates, maximum returns, minimum returns, and income riders into their planning models. The release also modernizes the Investment Assets section by streamlining account entry processes and enhancing summary accounts for easier management during financial planning. Additionally, MoneyGuide's Support Center has been updated with improved navigation features that provide quicker access to training materials and practice resources. The update further integrates long-term care analysis tools and extends planning insights across the Tamarac platform through a new dashboard and client record tabs. These enhancements are intended to help advisors better meet evolving financial needs by providing more accurate modeling capabilities, reducing data reconciliation time, and enabling ongoing dynamic conversations with clients.
Topics: annuities financial planning structured investments wealth management