What is Moneyguidepro?

What is Moneyguidepro?

MoneyGuide helps clients define and prioritize their Goals into Needs, Wants and Wishes before meeting with you. What Are You Afraid of? is a dynamic presentation feature allowing you to plan for factors outside of anyone’s control and answer tough questions in the move of a simple slider.

Who uses Moneyguidepro?

Who uses MoneyGuidePro?

Company Website Revenue
Cetera Financial Group, Inc. 200M-1000M
Principal Financial Group Inc >1000M

How much does Advizr cost?

Advizr Pricing: The Advizr software is available for $75/month, which includes the full package of financial planning software tools and also client PFM portal and account aggregation benefits.

Does Envestnet own eMoney?

PIETech runs the MoneyGuide suite of products, while Envestnet runs Logix. Advisors often use one –or a combination of – eMoney Advisor, MoneyGuide and Logix to map out their clients’ financial future. ‘This technology allows the advisor to show their value.

Which is better moneyguidepro or eMoney financial planning?

Each financial planning application is graded in the six categories described above on a scale of 1 to 5. eMoney’s strong showing in their Client Portal, Planning, Analytics & Reporting and Security features helped them achieve a total score of 32 out of 35. MoneyGuidePro is another dominant player in the financial planning SAAS space.

Which is the best version of the MoneyGuide software?

Visually illustrate strategies that smooth clients’ tax burden. MoneyGuide offers three dynamic configurations to build and scale your ideal financial planning offering: MoneyGuideOne is a streamlined version of MoneyGuidePro ®, designed to get a quality plan result in less than 5 minutes.

Why is moneyguidepro so popular with financial advisors?

Part of MoneyGuidePro’s success is attributed to its visually engaging, user-friendly presentation. The main portal is designed to fully engage the client, including Play Zone where the client can input different choices and options to see potential effects.

What do you need to know about moneyguideelite?

MoneyGuideElite provides you with powerful modules to deepen the breadth & sophistication of your planning services. Helping clients define and prioritize Goals can also help them put their financial decisions into perspective. MoneyGuide helps clients define and prioritize their Goals into Needs, Wants and Wishes before meeting with you.