MoneyGuide
Financial planning software for advisors
MoneyGuide is a financial planning platform for advisors that supports goal-based planning, advanced estate and cash-flow planning, and prospecting. Clients define goals as needs, wants and wishes, and can adjust plan variables interactively during meetings.
The platform includes MoneyGuide, Wealth Studios, Dash and MyBlocks, with modules for retirement distribution, estate planning, tax planning, risk tolerance, Social Security optimization, secure income modeling, health care cost planning, stress testing, cash-flow analysis and dynamic net worth. Play Zone® lets clients test variables such as retirement age and savings, while the What If Worksheet supports multiple scenarios. Integrations cover CRM, custodians, account aggregation, portfolio management and analytics, including Addepar, Advent, Albridge, Altruist, Advyzon and Yodlee FinApps. The platform is web-based, with a client planning portal and data flows into MoneyGuide goal plans.
MoneyGuide is intended for advisors and firms serving clients across life stages, from smaller clients to ultra-high-net-worth households. The site offers a free trial and pricing information, with solutions packaged as separate modules and add-ons.
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