8.0
Spot Score
Empowering advisors to elevate client financial planning goals.
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MoneyGuidePro offers custom pricing plan
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AU
Anonymous User
01/13/17
"Money Guide Pro"
What do you like best about MoneyGuidePro? This platform is detailed, robust, and a great tool to use with clients to walk them through all aspects of their financial planning. What do you dislike about MoneyGuidePro? We do wish it had a client portal for clients to log in and perhaps even aggregate their own accounts. Recommendations to others considering MoneyGuidePro: It's a little tricky to learn at first - there are so, so many layers. But once you get the hang of it, all of those ...
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AU
Anonymous User
09/07/16
"Robust financial planning software"
What do you like best about MoneyGuidePro? Goals-based software is very easy to understand for clients. Data input is quick and easy. What do you dislike about MoneyGuidePro? Lack of ability to explore tax impact of certain strategies. Recommendations to others considering MoneyGuidePro: If you are interested in easy to use, goals-based planning software, this is the tool. If you're more interested in a cashflow based tool, this is not for you. What problems is MoneyGuidePro solving and how ...
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