MoneyGuide

Software65% confidence

MoneyGuide is a financial planning software platform used primarily by financial advisors to create goal‑based retirement and wealth plans for clients.

Berwyn, Pennsylvania, United States
moneyguidepro.com
Owned by Envestnet, Inc.

About MoneyGuide

MoneyGuide is a goal-based financial planning software platform developed by Envestnet for use by financial advisors, planners, and wealth management firms. The platform helps advisors model retirement scenarios, visualize cash flows, analyze investment goals, and present interactive plans to clients. It is widely used in the advisory industry and is offered in versions such as MoneyGuidePro that integrate with custodians and other wealth management tools.([moneyguidepro.com](https://www.moneyguidepro.com/ifa/home/news?utm_source=openai))

A charge labeled “Money Guide” on a card statement is likely related to a subscription fee or license payment for the MoneyGuide software, typically paid by an advisory firm, independent financial planner, or institution that uses the platform for client planning. These charges may be billed monthly or annually, and could appear around the same date each billing cycle. In some cases, a business card on file or a corporate card may be used, which can confuse cardholders who don’t personally manage the subscription.

To verify the charge, the cardholder should first check whether they (or their firm) use MoneyGuide or MoneyGuidePro, review recent invoices from Envestnet or its billing entity, and log into their advisor portal or firm billing system to match the amount and date. If the charge is still unclear, contacting the firm’s compliance or operations department, or reaching out directly to Envestnet | MoneyGuide via their website contact channels, can help confirm the subscription details, adjust billing, or request cancellation or refunds where appropriate.

Bank Statement Variations

1 known variations

These are the raw merchant codes that appear on bank and credit card statements that we've identified as belonging to MoneyGuide.

  1. Money Guide

Frequently Asked Questions

Why do I see a charge from “Money Guide” on my business credit card?

This charge is most likely a subscription or license fee for the MoneyGuide financial planning software used by your advisory practice or institution. Check whether your firm uses MoneyGuide or MoneyGuidePro and compare the amount and billing date against your software or technology budget before disputing the transaction.

Is the MoneyGuide charge recurring, and how often does it bill?

MoneyGuide licenses are typically billed on a recurring basis—either monthly or annually—depending on the agreement your firm signed with Envestnet | MoneyGuide. Review your original contract or recent invoices to confirm whether your plan is annual or monthly and what the standard renewal date is.

How can I cancel or change our MoneyGuide subscription to stop future charges?

To cancel or modify your MoneyGuide subscription, you must do so through your firm’s designated contact with Envestnet—often the operations, compliance, or technology lead. They can log into the Envestnet | MoneyGuide account management portal or contact the MoneyGuide sales/support team to request cancellation, remove seats, or downgrade the service. Changes generally must be made before the next renewal date to avoid another billing cycle.

How do I request a refund for a MoneyGuide charge I didn’t intend to renew?

If your MoneyGuide subscription renewed and you did not intend to continue, locate the invoice or renewal notice and contact Envestnet | MoneyGuide support or your account representative as soon as possible. Provide the invoice number, date, and card details (last four digits only). Refunds or credits are handled case by case and may depend on how long ago the renewal processed and the terms of your contract.

Can individual consumers be charged directly by MoneyGuide, or is it only for advisors?

MoneyGuide is primarily sold to financial advisors and firms, not directly to retail consumers. If you are an individual who is not a financial professional and see “Money Guide” on your statement, confirm with household members that no one operates an advisory practice or works at a firm that licenses the software. If not, contact your card issuer immediately to investigate possible misuse or fraud.

Where can I see billing history and receipts for our MoneyGuide subscription?

Billing history and receipts for MoneyGuide are usually accessible through your firm’s MoneyGuide or Envestnet account portal, or they are sent to the billing contact by email. Ask your firm’s operations or finance team to retrieve past invoices or log into the vendor portal to download statements that match the card charges you see.

Could a small or temporary “Money Guide” amount be an authorization hold?

MoneyGuide charges are most often standard subscription fees rather than small test transactions. However, when updating a card on file, a temporary authorization hold may appear as a low-dollar or $0 transaction to verify the card. These holds should disappear after a few days; if a small charge remains posted, contact Envestnet | MoneyGuide support or your card issuer for clarification.

How do I contact MoneyGuide about a billing question on my account?

Visit moneyguidepro.com and use the contact or support section to find the appropriate phone number or contact form for existing advisor clients. Have your firm name, advisor name, billing contact, and invoice or contract information ready so the support team can quickly locate your account and address any billing discrepancies or charge questions.

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