MoneyGuidePro® Financial Planning Software has been selected eight years in a row (2008-2015) by the Financial Planning Magazine Technology Survey as the most used financial planning software by RIAs. Its popularity is driven by MoneyGuidePro®'s unique ability to make sophisticated, Goal-based planning fast and easy. MoneyGuidePro® believes that every investor needs and deserves a high quality financial plan and that every Advisor should have the means to provide it. Because MoneyGuidePro® is smart, easy-to-use and adaptable, each Advisor can provide a personalized planning experience for each client. MoneyGuidePro® includes retirement and college planning, asset allocation, insurance needs analysis and estate planning.
MoneyGuidePro® gives you the confidence you need to help your clients navigate the challenging terrain of today’s uncertain financial world. MoneyGuidePro®’s unique planning philosophy is a hybrid – goal-based planning with full cash flow after retirement. MoneyGuidePro® helps you create a well-crafted plan for your clients -- with results they understand and a clear path they can realistically follow.