Private Client Video Course

Getting the Most from MoneyGuide

MoneyGuide is the planning tool every Private Client investor gets access to — where your goals, accounts, and what-if scenarios live in one place. Five short lessons walk you through it. Your place is saved as you go.

31 min 5 lessons 0% complete
Now playing · Lesson 01

A short orientation: what MoneyGuide is, how it fits alongside your Tamarac portfolio reporting, and how you and your advisor work in it together.

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Worksheet & quick-reference
Lesson 01 worksheet — open it alongside the video
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MoneyGuide access comes with every Private Client relationship — built alongside your advisor, updated as life changes.

MoneyGuide is a financial planning platform provided by Envestnet | MoneyGuide and is made available to SMI Private Client investors. This course is educational and is not investment, tax, or legal advice. Projections and scenarios generated in MoneyGuide are hypothetical, do not reflect actual investment results, and are not guarantees of future results.