MoneyGuidePro has been the most-used financial planning software for six straight years, according
to Financial Planning’s survey of RIAs.
Why? MGP's unique ability to make sophisticated, goal-based planning fast and easy. We believe every investor
needs and deserves a high-quality financial plan and that every advisor should have the means to provide it. Because
MGP is smart, easy-to-use and adaptable, you can now provide a profitable planning experience for every client. For
college, retirement, estate and Social Security planning, asset allocation and insurance needs analysis, tech integration
and account aggregation, your choice is simple: MoneyGuidePro.
Contact MoneyGuidePro Sales for more information.
In June 2014, InvestmentNews, survived over 1,100 advisors on their technology usage and satisfaction. MoneyGuidePro is proud to be ranked
the #1 Financial Planning Software by surveyed advisors. Each year we continue to innovate, invest and improve our offerings. We take pride
in challenging the status quo, leveraging the latest technology, and incorporating feedback from our valued subscribers. As the industry leader,
MoneyGuidePro continues to focus on providing advisors with sophisticated yet understandable plans that engage and motivate clients to make
better financial choices.