How We Work
Supporting Goals-Based Financial Planning
MoneyGuidePro® was thoughtfully crafted with advisors and their clients in mind. The platform offers advanced solutions to assist advisors and institutions in effectively managing the intricate financial aspects of their clients' lives.
How You Can Benefit from MoneyGuidePro
Streamline complex financial matters using an efficient and user-friendly tool. This results-driven platform helps ensure that services are designed to meet each client's individual needs, making financial management more straightforward and effective.
MoneyGuidePro Features
MoneyGuidePro offers a suite of easy-to-use financial planning tools that make it easy to customize services to meet the unique needs of every client.
Online Fact Finder
Give clients the ability to fact-find on their own time.
Auto Goals
Leverage AI to create a fun, motivating lifestyle in one click.
Health Care Cost Smart Goal
Give advice on detailed health care costs in retirement.
Risk Tolerance
Interactively position risk capacity.
Test Variables in Play Zone
The most collaborative way to help clients adjust what’s in their control.
Holistic Stress Testing
Answer the tough questions we can’t control, in the move of a slider.
Allocation Comparison
Compare current and target allocation recommendations.
Client Planning Portal
Give your clients the portal experience that focuses on long-term success.
Build Your Plans with MoneyGuidePro
If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.