MoneyGuidePro
Financial Planning for Real Life.
Overview
MoneyGuidePro is a leading financial planning software that helps advisors create personalized financial plans for their clients. The software uses a goal-based approach to planning, which allows advisors to focus on what's most important to their clients. MoneyGuidePro is known for its intuitive interface and powerful analytics, which help advisors create comprehensive and actionable financial plans.
✨ Key Features
- Goal-Based Financial Planning
- Retirement Planning
- Investment Planning
- Insurance and Annuity Planning
- Estate Planning
- Client Portal
🎯 Key Differentiators
- Focus on goal-based planning
- Intuitive and easy-to-use interface
- Strong integration with other advisor technologies
Unique Value: MoneyGuidePro helps advisors create financial plans that are meaningful and actionable for their clients.
🎯 Use Cases (3)
✅ Best For
- Engaging clients in the financial planning process through an interactive and collaborative experience
- Demonstrating the impact of different financial decisions on a client's ability to achieve their goals
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Advisors who primarily focus on investment management and do not offer financial planning services
- Firms that require a highly customized financial planning solution
🏆 Alternatives
MoneyGuidePro is often praised for its ease of use and its focus on the client's goals, which can lead to a more engaging planning experience.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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