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

"Just an ok planning software"

What do you like best about MoneyGuidePro? Cash flow reports are fairly easy to understand What do you dislike about MoneyGuidePro? Too many of the reports require too much explanation as to where the numbers came from. Recommendations to others considering MoneyGuidePro: This may not be the most robust planning software that you could be using. What problems is MoneyGuidePro solving and how is that benefiting you? It's an approved financial planning software through our broker/dealer.

"MG Pro"

What do you like best about MoneyGuidePro? They continue to update their financial planning software What do you dislike about MoneyGuidePro? Sometimes the program is very slow and takes forever to load a page with clients there What problems is MoneyGuidePro solving and how is that benefiting you? Clients personalized financial plans

"MOneyguide review"

What do you like best about MoneyGuidePro? i like the planning software and being able to show clients what their percentage of success is to reach their different financial goals. it lets me run different scenarios based on what the client wants What do you dislike about MoneyGuidePro? i wish when you were changing states in retirement it was easier and could pick it for one scenario rather than all the scenarios. Recommendations to others considering MoneyGuidePro: this is a good software ...

"Moneyguide Pro"

What do you like best about MoneyGuidePro? i love how moneyguide is a very easy visual for clients when showing them financial plans What do you dislike about MoneyGuidePro? the "newer" update does make things a bit confusing trying to set everything up. having so many options i think can hurt a bit when i's difficult to find places quickly Recommendations to others considering MoneyGuidePro: if you want a planning software that looks good with clients then this is where you need to look. ...

"The best financial planning software for fee-only, no-minimum NAPFA advisors"

What do you like best about MoneyGuidePro? I love : -setting goals as a confirmation that my initial due diligence with the client was correctly "heard" through data -using the budget tool to make annual retirement expenses are "real" -I also like the budget tool for helping our "money management" clients stick to a budget and we review monthly or less frequently to compare monthly averages year-to-date (I used to only use excel or google docs for this) -I love the net worth portion of ...

"Mgp review"

What do you like best about MoneyGuidePro? My clients really find security in knowing exactly when they can retire and how much they need to save to get there. MGP does a great job of allowing us to display our roadmap to clients in an easy to understand format. What do you dislike about MoneyGuidePro? No major complaints. Sometimes it is a bit hard to navigate because it’s not intuitive if you don’t want to go step by step. What problems is MoneyGuidePro solving and how is that benefiting ...

"MGP"

What do you like best about MoneyGuidePro? Data entering is fairly straight-forward. I like having the scenarios side-by-side. What do you dislike about MoneyGuidePro? The reporting is clunky and a lot of charts and graphs that don't make sense to the client. Recommendations to others considering MoneyGuidePro: Watch a demo or get a consultation on best practices. What problems is MoneyGuidePro solving and how is that benefiting you? I'm not solving business problems using money guide pro ...

"Retirement Planning Tools"

What do you like best about MoneyGuidePro? MoneyGuidePro nailed it with this online retirement planning software. The capability to run all kinds of analysis and historical back testing and custom reports makes this a must have retirement tool to check out. What do you dislike about MoneyGuidePro? The program can be difficult at times take your time to learn the program and understand the different capabilities it has. Recommendations to others considering MoneyGuidePro: Get the software ...

"Resourceful tool for capturing big picture for clients"

What do you like best about MoneyGuidePro? Money Guide Pro has allowed our firm to dig deeper at the client level, in turn providing greater assistance What do you dislike about MoneyGuidePro? Yearly fee in addition to monthly fee is hard to keep in budget for small office What problems is MoneyGuidePro solving and how is that benefiting you? Understanding held-away assets allows us to leverage towards new opportunities

"Money Guide Pro - powerful computing with a friendly user interface"

What do you like best about MoneyGuidePro? Money Guide Pro provides the complex calculation of a personal financial plan with a great interface and workflow that makes both preparing the financial plan and sharing with your client very efficient. What do you dislike about MoneyGuidePro? The software is driven around planning for retirement. Some people believe the word retirement has a negative connotation and would prefer the term "financial independence". It would be great if you have the ...