MoneyGuide offers dynamic configurations to build and scale your ideal financial planning offering:
Client-led planning tool that breaks down complex financial topics. Use to prospect and engage the next generation of investors.
Illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities.
Interactively demonstrate advanced estate planning strategies, address client cash flow questions, and model dynamic net worth.
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.More Features
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 impactMore Features
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.More Features
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 Features
Transform 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.Learn More
T3 2023 Survey