Envestnet MoneyGuide
Access select data from Envestnet MoneyGuide solution directly in your AI
MoneyGuide is Envestnet’s financial planning software used to build goals-based plans that connect client conversations into actionable investment strategies. This connector gives your AI read-only access to select MoneyGuide data an advisor is already entitled to see, so they can ask questions in plain language.
MCP connector
- Server URL
https://www.moneyguidepro.com/ifa/mcp- Login
- OAuth
Tools
Reads data2
Skills
None in the store listings. The server needs sign-in, so we could not check it