BERWYN, PA — Envestnet announced the launch of Dash, a new financial planning tool within its MoneyGuide platform designed to help advisors begin planning discussions with prospective clients using limited initial data.
The company said the tool is part of its first quarterly technology update of 2026 and is intended to allow advisors to engage prospects and underadvised clients with a simplified planning entry point.
Dash collects five data points to generate an initial snapshot of a client’s financial situation: names and ages, employment income, financial goals, investable assets and contribution details, and a household risk score.
According to the company, the tool can be embedded on advisory firms’ websites and allows prospective clients to create basic financial plans before transitioning to advisor-led planning within the broader MoneyGuide platform.
Dash also integrates with customer relationship management systems and allows data entered by prospects to transfer directly into full financial plans within MoneyGuide.
Matt Wilson, head of business strategy at Envestnet | MoneyGuide, said the tool was designed to help advisors engage prospective clients earlier in the planning process.
“Dash is the latest solution we have developed to simplify the financial planning process through intuitive data entry, creating a minimal but meaningful approach for advisors to begin planning discussions with prospects,” Wilson said.
The company said advisors can learn more about the new tool during a webinar scheduled for Thursday, March 12, from 2 p.m. to 3 p.m. Eastern time.
In addition to Dash, Envestnet said it has introduced updates to MoneyGuide designed to expand retirement income and tax planning capabilities.
The updates include new modeling for retirement income sources, including Social Security, retirement income streams, and strategy income within planning projections.
The platform also now allows advisors to input prior-year wages for certain retirement accounts to comply with Roth catch-up contribution rules under the SECURE 2.0 Act of 2022.
Under the update, individuals aged 50 or older with prior-year wages exceeding $150,000 must direct catch-up contributions to Roth accounts, with business owners exempt from the rule.
Other changes allow advisors to model automatic annual increases in employee retirement plan contributions with a specified cap for accounts including 401(k), 403(b), 457, SARSEP IRA, and SIMPLE IRA plans.
Envestnet said the updates are designed to keep financial planning models aligned with federal and state tax rules, Social Security factors, and contribution limits.
The company also highlighted updates introduced in its fourth-quarter 2025 technology release, including expanded tax modeling tools and estate planning features within MoneyGuide and its Wealth Studios platform.
Those updates include state-level tax modeling for retirement income, planning tools that show how taxable income decisions can affect Medicare premiums, and expanded estate planning capabilities for modeling trusts, inheritance, and wealth transfers.
Chief Executive Officer Chris Todd said the company plans to continue updating its planning platform as financial regulations evolve.
“We consistently invest in our technology to help advisors improve their financial planning capabilities and optimize outcomes for clients,” Todd said.
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