The solutions MoneyGuidePro provides can be as easily adopted by a five-person office as they can by a 500-person enterprise.
For licensing across an entire firm with over 20 users.
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With MX® and MoneyGuidePro®, you create a living plan for your clients – providing meaningful probability of success in meeting their long-term goals.
$365 Annually - Per User
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Provide your clients with access to Yodlee through the Client Portal so that they can link their accounts. Empower them with personal financial management tools and create a more complete and informed view of your clients.
$365 Annually - Per User
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With a seamless integration, the Finametrica Risk Tolerance profile allows the client’s natural risk tolerance to be clearly identified and you to reconcile differences between couples.
$660 Annually - Per User
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