MoneyGuidePro Goals
An interactive goals-based financial planning platform for advisors and clients.
Overview
MoneyGuidePro Goals is a comprehensive financial planning platform designed to engage clients through both micro and holistic planning experiences. It offers dynamic configurations to build and scale financial planning services, including modules such as MoneyGuide, Dash, Wealth Studios, and MyBlocks.
The platform supports interactive goal setting and prioritization, allowing clients to define Needs, Wants, and Wishes. Features include advanced estate planning, cash flow modeling, risk tolerance assessment, Social Security optimization, tax planning, and holistic stress testing through interactive tools like Play Zone® and What Are You Afraid Of?.
MoneyGuidePro Goals facilitates ongoing collaboration between advisors and clients, providing detailed analytics, custom reporting, and client portals to support financial decision-making and long-term planning.
Key Features
- + Interactive goals-based financial planning
- + Advanced estate and cash flow planning
- + Risk tolerance and Social Security optimization
- + Holistic stress testing with dynamic sliders
- + Client planning portal and custom report templates
- + Account aggregation and data integration
- + Business and plan analytics
- + Ongoing client engagement via MyBlocks