MoneyGuidePro
A comprehensive financial planning platform offering interactive, goals-based planning and client engagement tools.
Overview
MoneyGuidePro provides a dynamic financial planning platform designed to support advisors in delivering interactive, goals-based financial plans. The software includes modules for foundational to sophisticated planning, enabling advisors to engage clients through micro and holistic planning experiences.
The platform features tools such as Dash for streamlined planning and prospecting, MoneyGuide for advanced lifetime protection and tax planning, Wealth Studios for estate and cash flow planning, and MyBlocks for ongoing client collaboration. Interactive features include Play Zone® for scenario testing and Holistic Stress Testing to manage long-term expectations.
MoneyGuidePro supports detailed cash flow mapping, social security optimization, risk tolerance assessment, and custom reporting, facilitating comprehensive financial advice and planning for a range of client needs.
Key Features
- + Interactive goals-based financial planning
- + Prospecting tool for advisor websites
- + Account aggregation and data integration
- + Advanced estate and cash flow planning
- + Custom report templates and client portals
- + Holistic stress testing and scenario analysis
- + Social security optimization and tax planning
- + Dynamic net worth and gifting strategies