MoneyGuidePro® (MGP) combines sophisticated financial planning with ease-of-use (for advisors) and
clear, concise results (for clients). We believe that's a winning combination. MGP is the only
comprehensive financial planning package that is completely web-based, and is the only goal-based
planning system sophisticated enough to produce a high quality Financial Plan.
We developed the MoneyGuidePro® (MGP) financial planning software for the "real world" where you
and your clients live. We believe that the proper focus for financial planning software is the
client, and our design philosophy and planning approach centers on what is most important to
clients. Our mission is to assist you in providing reliable, complete, and understandable Plans
for your clients.
We begin with what's most important to clients -- their goals. Clients want to know how they can
use their financial resources to accomplish their goals. Next, we focus on presenting results that
are clear and understandable. If clients don't understand their results, they are less likely to
take action, and more likely to be dissatisfied with recommendations.
Third, we provide What If Scenarios so that you and your clients can explore multiple alternatives,
and can see how sensitive a Plan is to tax changes or increased longevity. Fourth, we provide
"Stress Testing" and Risk Management so that the client can see what might happen to a Plan across
a range of real world uncertainties (e.g., down markets, premature death, or the need for long-term
Finally, MGP is interactive—you can make adjustments during a client meeting, clients can be
involved in the creation of their Plan, and clients can access their Plan, via the web, from
their home or office.