A transformative approach to the digital client experience that will revolutionize not only the way clients view their financial future, but also how you approach financial conversations.
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.
Pro
MoneyGuidePro®, our flagship product, has been named the #1 Financial Planning Software 11 years in a row.[1]
Elite
MoneyGuideElite provides you with powerful modules to deepen the breadth & sophistication of your planning services.
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.
More Features
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
More 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
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.
Learn More
Integrations make advisors more efficient and improve the quality of data flowing into client plans. More complete and accurate data means stronger financial plans.
MoneyGuideOne
MoneyGuidePro
MoneyGuideElite
MyBlocks
