MoneyGuidePro Reviews in May 2025: User Ratings, Pros & Cons

"MoneyGuidePro has not kept up with the times"

What do you like best about MoneyGuidePro? I like moneyguide pro's simplicity, but that is about it. What do you dislike about MoneyGuidePro? I have used MGP over the last decade and they have failed to develop any significant additions (phone app, HSA, budgeting,ext.) in that time. What problems is MoneyGuidePro solving and how is that benefiting you? Long term projections, if you can trust the output

"MoneyGuide Recommendation"

What do you like best about MoneyGuidePro? MoneyGuide provides multiple planning tools to leverage with clients. To capture all client's assets/liabilities in one place and to have the ability to run various scenarios is very useful. What do you dislike about MoneyGuidePro? There are so many different tools/scenarios it can be cumbersome at times What problems is MoneyGuidePro solving and how is that benefiting you? MoneyGuide solves the issue of helping clients assess if they will run out ...

"Excellent product, service, and continuously improving."

What do you like best about MoneyGuidePro? It's thorough but also client-friendly. What do you dislike about MoneyGuidePro? I wish it were a bit easier to plan on the fly with clients. I find navigating and updateing results a bit tedious when clients are at the table. What problems is MoneyGuidePro solving and how is that benefiting you? REtirement planning, investment account organizing along with many other planning issues.

"The default planning software for advisors, but could be better"

What do you like best about MoneyGuidePro? MGP is pretty robust in the data you can enter and situations you can model in. There are some newer features like Yodlee and blocks. It's a pretty strong piece of software compared to the competitors, hence its popularity. What do you dislike about MoneyGuidePro? If you use this very frequently, then the price is worth it. Otherwise, it's an expensive software that I may use less than a handful of times a year. I'm also not a fan of software as a ...

"Preferred Retirement Planning Software"

What do you like best about MoneyGuidePro? The software is easy to use and client's enjoy how in dept the reporting capabilities are What do you dislike about MoneyGuidePro? MoneyGuide Pros servie team is exceptional, we have to call them on occasion as there are some scenarios we do not know how to create and it may not be the easiest for work through on your own without the assistance of their service team What problems is MoneyGuidePro solving and how is that benefiting you? We use the ...

"Money Guide Pro Review"

What do you like best about MoneyGuidePro? Easy to use and for clients to understand What do you dislike about MoneyGuidePro? Account Aggregation does not work well always. What problems is MoneyGuidePro solving and how is that benefiting you? Mostly retirement planning for clients, though I am able to work on other financial planning issues as well.

"Powerful tool for financial analysis"

What do you like best about MoneyGuidePro? I think the data entry format is excellent. It is designed to be very user friendly and client focused What do you dislike about MoneyGuidePro? The tool is user friendly but has a lot of areas that need to be updated to ensure the software is modeling your situation properly and as intended. What problems is MoneyGuidePro solving and how is that benefiting you? I use the software to analyze my clients holistic financial situation. I have realized ...

"Dissappointed"

What do you like best about MoneyGuidePro? Fairly easy to input data. Not enough customization. What do you dislike about MoneyGuidePro? I don't like the reports. Customization is not at the level I would like. There are lot's of items that are default that I believe just make the report confusing for the client. A big disappointment was the inability to cancel my month to month billing. Unless you are absolutely sure you want to use this software, I would not subscribe. There is only so ...

"Major Part of the Planning Process"

What do you like best about MoneyGuidePro? - What if Worksheet and Supersolve are a great way to show clients how different changes in their plan can change the probability of success - Insurance needs section is useful to calculate if client is over or underinsured - Easy to read and thorough report What do you dislike about MoneyGuidePro? - Not the most visually appealing interface, other software has surpassed them with more modern interfaces - Client facing experience is not the best, ...

"Financial Planning simplified"

What do you like best about MoneyGuidePro? I like the ability for clients to use the sliding scale to see various results. What do you dislike about MoneyGuidePro? I would like the ability to see when a client fully completes the questionnaire when I log in. When I log in I can see when they last accessed the account, but not whether it's complete. When I click their file to see if the information has been entered, if the income area is blank it doesn't allow me to proceed, but rather I ...