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Envestnet MoneyGuide

Access select data from Envestnet MoneyGuide solution directly in Claude

Category
Finance
Primary Subcategory
Financial Planning & FP&A Analytics
View in the Claude registry
Integration details

Description

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.

Integration type
Connector
Verification status
Community connector
Platform
Claude
Category
Finance

The broad Category that contains the Primary Subcategory.

Primary Subcategory
Financial Planning & FP&A Analytics

The Primary Subcategory used for this profile’s headline score.

Secondary Subcategories
None listed

Other Subcategories where the Integration is listed.

Brand
Envestnet
Access
Account required
First tracked
2026-09-11
Tool count
2
Geography
US

Claude Discoverability Score

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Community Connectors only appear in Claude’s registry.Once verified, organic discovery begins and we can calculate your score.Read more about Community Connector verification.

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What discovery looks like

Claude showing a list of relevant Connectors in a conversation

Claude can surface verified Connectors when they match a user’s Prompt.

Primary Subcategory

Competing in Claude Financial Planning & FP&A Analytics

View Category
16 scoredVerified connectors by score · Community connectors A–Z
Primary Subcategory
1Intuit QuickBooks61/100
2Datarails FinanceOS50/100
3Kick47/100
4ChartMogul31/100
5Light27/100
—0Delta.aiPending VerificationGet notified
—Abacum.aiPending VerificationGet notified
—DrivepointPending VerificationGet notified
—Envestnet MoneyGuidePending VerificationGet notified
—FincomePending VerificationGet notified
—KometricsPending VerificationGet notified
—ParallelPending VerificationGet notified
—PyplanPending VerificationGet notified
Recommended guideHow to get your Claude Connector organically discoveredFollow the practical steps agents use to find, shortlist, and choose your Connector.Read guide
Tools

2 tools agents can invoke

Envestnet MoneyGuide FAQ
How do I improve a Community connector's discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are Envestnet MoneyGuide alternatives on Claude?

As of 2026-09-15, Envestnet MoneyGuide competes with Intuit QuickBooks, Datarails FinanceOS, Kick, ChartMogul, Light, Aleph, Stripe, Xero, Meridian Connector for QuickBooks, NetSuite, Chargebee, Zoho Books, Brex, Atlar, Pigment, Wealth.com, 0Delta.ai, Abacum.ai, Drivepoint, Fincome, Kometrics, Parallel, Pyplan in Claude Financial Planning & FP&A Analytics, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.