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Envestnet | MoneyGuide
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MoneyGuidePro® G4 raises the bar, making the client experience consistent and quality financial plans possible on a large scale. It increases your efficiency and enables you to add value to the planning process based on your experience, knowledge and relationship.
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Steve Boyer
Chief Technology Officer
James Spisak
VP of Independent Sales
Anne Goldberg
Head of Business Analysis
Bain Bronner
Senior Director Of Product Management
Jessica Day
Head of Client Services
Kelly Jordan
Human Resources Manager
Matt Thompson
Head of Training