Introducing the MoneyGuide Platform

We've introduced two new powerful financial planning solutions to meet the needs of new and experienced financial professionals, broker dealers, and institutions of all sizes.

MoneyGuide offers three dynamic configurations to build and scale your ideal financial planning offering:

One

MoneyGuideOne is a streamlined version of MoneyGuidePro®, designed to get a quality plan result in less than 5 minutes.

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Pro

MoneyGuidePro®, our flagship product, has been named the #1 Financial Planning Software 11 years in a row.[1]

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Elite coming soon

MoneyGuideElite provides you with powerful modules to deepen the breadth & sophistication of your planning services.

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Download Comparison Chart (PDF)

[1] Financial Planning Tech Survey 2018

LIFESTYLE GOALS

What Your Clients Really Care About

Helping clients define and prioritize Goals can also help them put their financial decisions into perspective. MoneyGuide helps clients define and prioritize their Goals into Needs, Wants and Wishes before meeting with you.

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Play Zone®

Interact with Their Lifestyle

Using sliders, this unique interactive feature allows clients to vary plan elements that are within their control, e.g., retirement age, goals and savings, and immediately see the impact

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Holistic Stress Testing

Manage Long-Term Expectations

What Are You Afraid of? is a dynamic presentation feature allowing you to plan for factors outside of anyone's control and answer tough questions in the move of a simple slider.

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Cash Flow

Bring the Detail When You Need It

Map out your client’s retirement years with the Retirement Cash Flow Chart. The chart plots out the various goals, options, surpluses and shortfalls that can happen over the life of the plan, based on your client’s plan inputs.

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Powerful Industry Leading Integrations

Integrations make advisors more efficient and improve the quality of data flowing into client plans. More complete and accurate data means stronger financial plans.


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Let's build plans together.


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