Author: Tony Leal

Tony has been at Envestnet | MoneyGuide since its inception in 1997. As president, Tony is focused on overall growth strategy, execution, and operations. He also has technical and management responsibility for the development of the MoneyGuidePro® systems, enterprise customer satisfaction, and is the system architect for all integrations and customized versions of our products.

Financial Planning/Financial Services/MoneyGuide

How to Meet Client Demand for Estate, Trust Planning Services

February 10, 2022February 15, 2022 Tony Leal

$8.8 trillion. That’s the amount of money that American families with investable assets between $5 million to $30 million will leave to their heirs this decade...

Financial Planning/Financial Services/MoneyGuide

Expanded MaxMyInterest Integration to Support MoneyGuide Users

February 1, 2022March 7, 2022 Tony Leal

Building on the launch of an integration with Envestnet | MoneyGuide announced in early 2021, Envestnet and MaxMyInterest (“Max”) have released an expansion, providing financial advisors who use the Envestnet | Tamarac and Envestnet platforms with more options to help their high-net-worth clients earn higher yields on their cash...

Envestnet | MoneyGuide/Financial Planning

New MoneyGuide Functionality Drives Deeper Understanding of Investment Income Strategies

December 15, 2021December 15, 2021 Tony Leal

As clients approach and embark on retirement, they are often very uncomfortable as they leave behind the peace of mind and consistency of paychecks...