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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Software

Envestnet | MoneyGuide

Anne Goldberg

Steve Boyer

Bain Bronner

Jessica Day

Kelly Jordan

James Spisak

Matt Thompson

The Business Analysis and Technical Roles team at Envestnet | MoneyGuide focuses on enhancing the MoneyGuidePro® G4 platform by combining business insights with technical expertise. They analyze user requirements, oversee software development processes, ensure quality assurance, and optimize user experience through innovative design, all aimed at delivering efficient and high-quality financial planning solutions for clients.

Business Analysis and Technical Roles

Client Services Team

Business Analysis and Technical Roles

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Team members

Other teams at Envestnet | MoneyGuide

Client Services Team