Envestnet MoneyGuide

ClaudeCommunityby Envestnet

MoneyGuide is Envestnet’s financial planning software used to build goals-based plans that connect client conversations into actionable investment strategies. This connector gives Claude read-only access to select MoneyGuide data an advisor is already entitled to see, so they can ask questions in plain language. Claude can provide a plan snapshot including plan health, goals, and net worth summary. Useful for researching account information, preparing meeting materials, or analyzing clients and plans across your business. Make sure, in MoneyGuide on the Main Menu, select Partner Options. Then scroll down to "Has MCP:" and toggle to "Yes".