MoneyGuidePro
Goals-based planning with visual client presentations and risk tools.
Overview
Goals-based financial planning software with interactive client presentations, risk assessment, and insurance/estate modules. Popular for its visual planning approach.
Key Features
- Goals-based framework
- Interactive client presentations
- Risk tolerance assessment
- Insurance & estate modules
- Client collaboration portal
Integrations
OrionRedtailWealthboxSalesforceMorningstarYodlee
Details
- Platforms
- Web, Mobile App
- Target Users
- RIAs, BD Reps, Insurance Advisors, Planners
- Pricing Model
- Subscription
- Starting Price
- USD 1295/mo
- Full Pricing Details
- From $1,295/yr per advisor
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