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MoneyGuidePro Evaluation Guide
This is where you can learn everything you need about MoneyGuidePro financial planning software. We know evaluating new software can feel a bit overwhelming at times so here are three simple steps to get you started and save you time.

Step One
 
What do the Experts Say?


Step Two
Participate in the Trial User Overview

This 45 minute presentation will provide an excellent overview of MoneyGuidePro's philosophy and capabilites. (We find participating in the live online training makes your Free Trial a greater value.)

Step Three

 Register for a FREE Trial - click here to sign up

The best way to appreciate the unique capabilities of MoneyGuidePro is to create a real plan. Your Free Trial gives you access to the full version of MoneyGuidePro and all its features for two weeks. Run as many plans as you need to be sure it is right for you. And as you do so, use our industry-leading Support Team to help make the learning process faster and easier.

General Naviagation video - click here for video


MoneyGuidePro Training Library
Please note:
  • Videos may take a few minutes to load. The status bar does not move while loading. Thanks for your patience.
  • Click here to view "How To" videos and pdfs for our many integrations.

SUGGESTIONS FOR NEW USERS

  • Please view the General Navigation video to familiarize yourself with navigating MoneyGuidePro.
  • Please view the videos in the CREATING A BASIC FINANCIAL GOAL PLAN section listed below.
  • While creating a Plan, be sure to OPEN THE HELP AND EXPLAIN LINKS on each page when you are in the Plan for additional information about the data entry.

CREATING A BASIC FINANCIAL GOAL PLAN - In Depth Videos

Total Viewing Time is approximately 2 hours
Start/Personal (4 min)
Financial Goals (Standard Method) (17 min)
Financial Goals (Using the Goal Wizard tutorial) (24 min)
Resources - Retirement Income (9 min)
Resources - Investment Assets (18 min) Updated!
What If Worksheet (27 min)
Presentation (13 min)
Reports - Creating a Standard Report (12 min)

OTHER VIDEOS OF INTEREST

MGP Philosophy
Cash Flow vs Goal Based - The Great Debate (7 min)
Guest Sharing
Video (9 min)
Create An Asset Allocation Plan
In Depth Video (26 min)
Ouick Look Video (5 min)
Create a Lifetime Income Plan
In Depth Video (23 min)
Ouick Look Video (5 min)
Create Portfolios & Asset Classes (Customization)
Part 1 Part 2 Part 3
Total Viewing Time is 29 minutes
 

IN DEPTH VIDEOS FOR CREATING A FINANCIAL GOAL PLAN

Start/Personal (4 min)
Tax and Inflation Options (8 min)
Financial Goals (Standard Method) (17 min)
Financial Goals (Using the Goal Wizard tutorial) (24 min)
Risk Tolerance Questions (2 min)
Resources - Retirement Income (9 min)
Resources - Investment Assets (18 min) Updated!
Resources - Stock Options (10 min)
Resources - Restricted Stock (6 min)
Resources - Other Assets (7 min)
Resources - Insurance Policies (4 min)
Resources - Liabilities (3 min)
Resources - Net Worth (3 min)
Asset Allocation (10 min)
What If Worksheet (27 min)
SuperSolve (22 min)
Play Zone (10 min)
Presentation (13 min)
Risk Management (8 min)
Estate Planning (7 min)
Reports - Creating a Standard Report (12 min)
Reports - Creating a Custom Report (6 min)
Star Track (15 min)

QUICK LOOK VIDEOS - Topic Overviews (5 minutes or less)


Asset Allocation
Disability Insurance Needs
Estate
General Navigation
Goals (Standard)
Goals (Wizard)
Insurance Policies
Life Insurance Needs
Long Term Care Needs
Other Assets
Presentation
Reports - Custom
Reports - Standard
Restricted Stock
Retirement Income
Stock Options
SuperSolve
Tax & Inflation Options
User Options
What If Worksheet

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