Envestnet | MoneyGuide
Public Relations
Envestnet | MoneyGuideprovides financial planning software that serves to help advisors engage with and advise their clients to be co-authors of their plans. An entirely goals-based experience, MoneyGuideenables advisory firms of every size to build intelligent, comprehensive financial plans uniquely suited to their clients’ individual needs.
Envestnet | MoneyGuideoriginally came to FiCommas PIETech/MoneyGuideProin June 2018 for assistance in developing cohesive messaging that aligned with the brand, establishing a public relations strategy, and conceptualizing and creating thought leadership content. Prior to working with FiComm, MoneyGuiderecognized the need togain consistent media attention and focus their messaging in a manner that aligned with their overarching mission.
FiComm worked with MoneyGuideto develop a steady stream of news via proactive pitching and aiding in the development of social channels. The company was acquired by Envestnet in March 2019, which FiCommsupported, as well.
Objectives
Envestnet | MoneyGuide partnered with us because they wanted to:
Strategy
PUBLIC RELATIONS
Proactive Pitching
Awards
Contributed Content
Key stats
Media