MoneyGuide
Wealth StudiosA Comprehensive Planning Platform
From foundational to sophisticated planning, easily engage clients through micro and holistic planning experiences.
MoneyGuide offers dynamic configurations to build and scale your ideal financial planning offering:
MyBlocks
Client-led planning tool that breaks down complex financial topics. Use to prospect and engage the next generation of investors.
- 40+ Blocks and All Life Stages
- Client-led Planning
- Engage the Entire Family
- Financial Education
- Marketing Dashboard
- Product Analysis
- Prospecting Links
- Self-Registration
- Stealth Planning
- Streamline Client Onboarding
- Yodlee FinApps
MoneyGuide
An interactive goals-based planning solution to help fully service your clients.
- Advanced Lifetime Protection
- Allocation Comparison
- Business & Plan Analytics
- Client Planning Portal
- Custom CMA's
- Complimentary Assistance Licensing
- Custom Report Templates
- Holistic Stress Testing
- Online Fact Finder
- Retirement Distribution
- Risk Tolerance
- Social Security Optimization
- Tax Planning
- Test Variables in Play Zone®
Wealth Studios
Interactively demonstrate advanced estate planning strategies, address client cash flow questions, and model dynamic net worth.
- Advanced Estate Strategies
- Detailed Cash-Flow Planning
- Dynamic Net Worth Over Time
- Entities
- Fairness Planning
- Fact Find
- Family Tree
- Gifting
- Trust Strategies
- Ultra-High-Net-Worth Planning
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.
More FeaturesTransform how your clients view their financial future.
Use MyBlocks to maintain, strengthen, and engage clients of all ages and financial situations by facilitating ongoing advisor-client collaboration. Help clients set realistic expectations, discover powerful answers to complex questions, and deliver control and choice within a familiar user interface.
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