4
51
Growth Score 4 in past quarter
1 pts
Heat Score 51 in past quarter
8 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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MoneyGuidePro® is the first collaborative internet-based financial planning software that offers a unique client-centered approach.
- Matt Wilson: Senior Enterprise Account Manager
Robert Curtis: Founder, President & Co-Chief Executive Officer
Envestnet
About the Company
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.
