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Trial User Overview Webinar(s)
Join us for a 45-minute overview of MoneyGuidePro to help you decide if it's the right fit for your practice.

05/29/2013 at 11:00am ET
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06/03/2013 at 4:00pm ET
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06/05/2013 at 11:00am ET
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06/10/2013 at 4:00pm ET
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06/12/2013 at 11:00am ET
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06/17/2013 at 4:00pm ET
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06/19/2013 at 11:00am ET
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06/24/2013 at 4:00pm ET
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06/26/2013 at 11:00am ET
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View a Pre-Recorded Trial User Overview

  • The originator and leader in Goal-focused planning
  • Detailed Cash Flow for Retirement Distribution
  • Engage Clients with Play Zone® and Snapshot
  • 100% web-based since 2001 - can run in any browser and on tablets (iPad)
  • It's easier because it's smarter; not dumbed-down.

We believe that every investor needs and deserves a high quality financial plan. A friendly and meaningful goalbased plan that meets the needs of all types of clients; with software that is:
  • Smart,
  • Easy,
  • And Adaptable
You control the way you deliver financial planning services.

Whether you provide comprehensive planning or wish you could adapt to its simplest form - real planning at calculator speed; MoneyGuidePro has what you need.

That is why MoneyGuidePro is the industry leader in innovation and has been recognized as the leading financial planning software by users - just like you.

Welcome to the third generation of
  • My Snapshot
    Show clients their progress towards long-term Goals, not just investment or portfolio returns. How is your client doing right now? You and your client can see how they are doing any time from any device (Tablet, phone) with one click.
    SuperSolve®
    SuperSolve® just got more super with automatic Social Security maximization.
    Play Zone®
    Slide your way to a successful plan with Play Zone®, the fast, easy and fun way for you and your client to create and modify a plan.
    Social Security Max
    What's the best Social Security strategy for this client? Automatically compare up to six strategies.
  • Zoomer™
    Sophisticated retirement planning at calculator speed. Great for prospecting and mass-affluent clients.
    Goal Builder
    It's fun and easy to create a picture of your Client's financial life with Retirement Goal Builder: in your office or on an iPad over coffee. Or, let your clients do it themselves.
    What Are You Afraid Of?
    Address client fears about investment losses, inflation, health care, longevity and more with one click.
    Results Control Center
    One place to create your recommended plan using SuperSolve®, Play Zone®, or What If.
  • Loss Tolerance
    Forget long Risk Tolerance Questionnaires. Get a better result with a single-question slider.
    Portfolio Probability Matrix
    Can they reach their Goals with a lower-risk portfolio? Find out with one click.
    My Way
    Easily personalize MGP to suit your own needs and create the exact experience you want for each client.
    Special Assets
    Many clients count on the future sale of a business, home, or other asset to fund Goals. Demonstrate how a lower-than-expected sale price could affect their plan.
  • SmartAlex™
    SmartAlex™ is your personal computer assistant; she will explain the most important features on each page (but only when you ask her to.)
    Presentation
    Never leave Presentation again! With one click, access to SuperSolve®, Play Zone®, and report pages, so it lets you respond immediately to client questions.
    Reports
    A wide range of detailed reports that are easily accessed online or printed.
    Star Track
    Provides a visual summary of the clients' progress toward achieving their Financial Goals over time.
  • What If
    The most powerful What If on the planet.
    Asset Allocation
    A robust set of Asset Allocation capabilities in both within a Financial Goal Plan and as a separate module.
    Insurance
    Fully-integrated module for Risk management; including life insurance, disability, and LTC.
    Budget
    For clients who need help freeing up money for additional savings.

We know that building a succesful (and efficient) financial practice requires more than just great Financial Planning Software. You must have other applications, such as CRM, Portfolio Management, Portfolio Analysis and Aggregation. That's why MGP has taken a leadership role in integration.

Our goal is to let you choose the best program for each core application with confidence that it will integrate well with MGP. Here are some of our key Integration Partners.

MGP offers CashEdgePro and FinaMetricaPro as optional add-on products (additional fees apply). CashEdgePro provides full Account Aggregation capabilities and FinaMeterica provides a scientifically validated risk tolerance questionnaire that is unique in the industry.

Join us for a 45-minute overview of MoneyGuidePro to help you decide if it's the right fit for your practice.

Topics Covered Include:
  • What makes MoneyGuidePro different from other financial planning software.
  • How MoneyGuidePro will help you spend more time with your clients, less time creating financial plans.
  • How to engage your clients in the planning process.
  • How to create a financial plan that your clients will understand.

Your MoneyGuidePro subscription includes the following:

  • A one-year License for one advisor
  • All features and all functionality
  • Standard Set of Model Portfolios
  • All future updates at no charge
  • FREE Training - live and pre-recorded
  • FREE Support

Do you want to take MoneyGuidePro for a test drive, but aren't quite ready to start a free trial? Try navigating MoneyGuidePro with a sample client first.

This test drive will allow you to get a feel for MoneyGuidePro without entering any data. View the clients' goals, resources, and recommended plan. Don't forget to check out the Presentation feature, which explains the results. In five minutes, you can get a feel for the navigation, and see exactly what MoneyGuidePro looks like.

Keep in mind - this is a "View Only" sample client... which means that you cannot change any of the data.

Your 14-day trial provides you with unlimited use of the MoneyGuidePro system for one advisor. Try MoneyGuidePro with your clients or prospects.

  • Full functionality
  • Free support and training during your trial and after your purchase
  • Create reports and present to clients.

"MoneyGuide Pro's success with this hard-to-please segment of the professional financial advice business is laudable.

MoneyGuide Pro, in a survey of 1,100 advisors in 2002, was used by 5% of those polled, was one of seven planning apps we asked advisors about, and was one of only two Web-based planning apps available at that time. A decade later, in a poll of 2,019 independent advisors, MoneyGuide Pro has 29.8% market share, despite facing a much larger field of 13 competitors and that eight of the planning apps are now Web-based."