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MoneyGuidePro Financial Planning Software has been selected seven years in a row 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 MGP is smart, easy-to-use and adaptable, each Advisor can provide a personalized planning experience for each client. MGP includes retirement and college planning, asset allocation, insurance needs analysis and estate planning.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.