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Trial User Overview Webinar(s)
Join us for a 45-minute overview of MoneyGuidePro to help you decide if it's the right fit for your practice.

01/30/2012 at 4:00pm ET
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02/01/2012 at 11:00am ET
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02/06/2012 at 4:00pm ET
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02/08/2012 at 11:00am ET
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02/13/2012 at 4:00pm ET
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02/15/2012 at 11:00am ET
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02/22/2012 at 11:00am ET
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02/27/2012 at 4:00pm ET
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02/29/2012 at 11:00am ET
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View a Pre-Recorded Trial User Overview
#1
The 4th year in a row, ". . . the clear choice is MoneyGuidePro. Its rise to prominence has been impressive."
Financial Planning Magazine Technology Survey 2011   View Survey
  • The originator and leader in Goal-focused planning
  • Detailed Cash Flow for Retirement Distribution
  • Engage Clients with Play Zone™ and Snapshot
  • 100% web-based since 2001 - can run in any browser and on tablets (iPad)
  • It's easier because it's smarter; not dumbed-down.
MoneyGuidePro (MGP) gives you the confidence you need to help your clients navigate the challenging terrain of today's uncertain financial world. MGP's unique planning philosophy is a hybrid - goal-based planning with full cash flow after retirement. MGP helps you create a well-crafted plan for your clients -- with results they understand and a clear path they can realistically follow.

Using an MGP plan as a guide, you'll be confident you're providing the right advice, and your clients will be confident they've chosen the right advisor.
1.
Begin with the clients' goals (their hopes and dreams) and the Importance of each goal.
2.
Create many distinct Lifestyle goals during retirement - categorizing them as Needs, Wants, or Wishes.
3.
Use SuperSolve™ to create optimized solutions based on clients' preferences.
4.
Project Probability of Success using valid, supportable assumptions appropriate for strategic planning.
5.
Present the results and answer questions interactively with Play Zone™ and/or Presentation
  • My Snapshot
    Shows clients their progress towards long-term Goals, not just investment or portfolio returns.
    Play Zone™
    An easy, fun way to change Plan assumptions and instantly see the effect on the Probability of Success.
    SuperSolve™
    The "Easy Button" for financial advisors.
    Presentation
    Automatically converts your recommended plan into a five-step interactive, Powerpoint-type presentation.
  • Reports
    A wide range of detailed reports that are easily accessed online or printed.
    Star Track
    Provides a visual summary of the clients' progress toward achieving their Financial Goals over time.
    Goal Wizard
    Steps you through a "conversation" about client Goals in a way that helps identify and define them better.
    What If
    The most powerful What If on the planet.
  • SMART Portal
    Makes it easy to work with clients online, anywhere, anytime.
    Asset Allocation
    A robust set of Asset Allocation capabilities in both within a Financial Goal Plan and as a separate module.
    Insurance
    Fully-integrated module for Risk management; including life insurance, disability, and LTC.
    Budget
    For clients who need help freeing up money for additional savings.

We know that building a succesful (and efficient) financial practice requires more than just great Financial Planning Software. You must have other applications, such as CRM, Portfolio Management, Portfolio Analysis and Aggregation. That's why MGP has taken a leadership role in integration.

Our goal is to let you choose the best program for each core application with confidence that it will integrate well with MGP. Here are some of our key Integration Partners.

MGP offers CashEdgePro and FinaMetricaPro as optional add-on products (additional fees apply). CashEdgePro provides full Account Aggregation capabilities and FinaMeterica provides a scientifically validated risk tolerance questionnaire that is unique in the industry.

Join us for a 45-minute overview of MoneyGuidePro to help you decide if it's the right fit for your practice.

Topics Covered Include:
  • What makes MoneyGuidePro different from other financial planning software.
  • How MoneyGuidePro will help you spend more time with your clients, less time creating financial plans.
  • How to engage your clients in the planning process.
  • How to create a financial plan that your clients will understand.

Your MoneyGuidePro subscription includes the following:

  • A one-year License for one advisor
  • All features and all functionality
  • Standard Set of Model Portfolios
  • All future updates at no charge
  • FREE Training - live and pre-recorded
  • FREE Support

Do you want to take MoneyGuidePro for a test drive, but aren't quite ready to start a free trial? Try navigating MoneyGuidePro with a sample client first.

This test drive will allow you to get a feel for MoneyGuidePro without entering any data. View the clients' goals, resources, and recommended plan. Don't forget to check out the Presentation feature, which explains the results. In five minutes, you can get a feel for the navigation, and see exactly what MoneyGuidePro looks like.

Keep in mind - this is a "View Only" sample client... which means that you cannot change any of the data.

Your 14-day trial provides you with unlimited use of the MoneyGuidePro system for one advisor. Try MoneyGuidePro with your clients or prospects.

  • Full functionality
  • Free support and training during your trial and after your purchase
  • Create reports and present to clients.

Read reviews from three well-known independent writers in the financial services community.

Inside Information, March 2009
Still the One by Joel Bruckenstein
Financial Advisor Magazine, September 2008
The Reflecting Pool by Andy Gluck
Financial Advisor Magazine, September 2008