MoneyGuidePro

Financial Planning & Budgeting Tools

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MoneyGuidePro is a leading financial planning software designed to make goal-based planning simple and efficient for advisors and their clients. Features like Social Security maximization, asset aggregation, and user-friendly tools, it helps create personalized financial plans that are easy to understand and manage.

MoneyGuidePro can be found in Financial Planning & Budgeting Tools categories.

The most similar products to MoneyGuidePro are:

Ziggma Promoted → Moneytree → RightCapital →

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Details

MoneyGuidePro Main Features

• My way
  My Way® allows advisors to customize the software to fit their specific needs.
• budget
  This feature helps clients find ways to save more money.
• zoomer
  Zoomer™ offers quick retirement planning for clients who are more affluent.
• What if
  This feature allows users to explore different scenarios and their potential outcomes.
• reports
  MoneyGuidePro provides a variety of detailed reports that can be accessed online or printed.
• Play zone
  Play Zone® is a fun way for clients to create and change their financial plans easily.
• insurance
  MoneyGuidePro has a module for managing risks like life insurance and disability.
• smartalex
  SmartAlex® is a virtual assistant that explains important features when asked.
• Star track
  Star Track gives a visual summary of clients' progress towards their financial goals over time.
• Test drive
  A sample client feature allows potential users to explore the software without entering data.
• supersolve
  Supersolve® helps clients maximize their Social Security benefits automatically.
• My snapshot
  This feature shows clients their progress towards long-term goals, not just their investment returns.
• 14 day trial
  New users can try MoneyGuidePro for 14 days with full functionality and support.
• Goal builder
  Goal Builder makes it easy for clients to visualize their financial goals, whether in the office or at home.
• presentation
  With one click, advisors can access key features to respond quickly to client questions.
• Loss tolerance
  Instead of long questionnaires, this feature uses a simple slider to assess client risk tolerance.
• Special assets
  This feature helps clients understand how the sale of assets can impact their financial plans.
• Asset allocation
  The software includes strong tools for managing asset allocation within financial plans.
• Easy integration
  MoneyGuidePro works well with other applications like CRM and portfolio management tools.
• Retirement ready
  The software includes a Social Security Maximizer to help clients prepare for retirement.
• Superior support
  The software offers excellent support, with a high live call response rate.
• Social security max
  This feature compares different Social Security strategies to find the best one for clients.
• What are you afraid of
  This feature helps address client fears about financial issues with just one click.
• Integration and aggregation
  MoneyGuidePro saves time by integrating with other tools and aggregating client assets.
• Trial user overview webinar
  Webinars are available to help users understand if MoneyGuidePro is right for them.
• Educational and motivational
  Features like My Snapshot and Play Zone® help educate and motivate clients about their financial plans.
• Portfolio probability matrix
  This tool shows if clients can reach their goals with a lower risk portfolio.
• Powerful profitable planning
  MoneyGuidePro helps advisors create effective financial plans that can lead to better profits.
• Sophisticated not complicated
  The software makes financial planning fast and easy, even if the planning is complex.
• Goal based and client centered
  MoneyGuidePro focuses on helping clients achieve their financial goals in a way that centers around their needs.

MoneyGuidePro Benefits

• easy to use
  The software is designed to be simple, so advisors can quickly create financial plans without getting overwhelmed.
• risk management
  The insurance module helps clients understand their risks and plan for unexpected events.
• client engagement
  Features like My Snapshot and Play Zone, clients can see their progress and actively participate in their planning.
• quick assessments
  The loss tolerance slider allows for a fast understanding of a client's comfort with risk.
• goal-based planning
  MoneyGuidePro helps create plans that focus on clients' specific goals, making it easier for them to understand their financial future.
• budgeting assistance
  The budgeting feature helps clients find ways to save more money for their goals.
• retirement readiness
  The Social Security Maximizer helps clients find the best strategies for their retirement benefits.
• personalized experience
  Advisors can customize the software to fit their style and meet each client's unique needs.
• time-saving integration
  MoneyGuidePro connects with other tools, allowing advisors to save time and manage client assets more efficiently.
• visual progress tracking
  Star Track provides a clear view of how clients are doing over time, helping them stay motivated.

Who should use MoneyGuidePro?

• Families
  Families can use the software to manage their budgets and plan for future expenses.
• Students
  Students can learn about saving for college and how to manage their money better.
• New Investors
  New investors can learn about their financial goals and how to reach them with simple tools.
• Business Owners
  Business owners can see how selling their business might affect their financial plans.
• Financial Advisors
  Financial advisors can use MoneyGuidePro to create easy and fast financial plans for their clients.
• Clients Planning for Retirement
  Clients planning for retirement can see their progress and find the best Social Security strategies.

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MoneyGuidePro Alternatives

Ziggma Promoted

A comprehensive investment management platform provides tools for tracking an...

Moneytree

Moneytree Software offers advanced financial planning tools designed specific...

RightCapital

This innovative financial planning software streamlines the advisory process ...

Technologies Used

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