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MoneyGuidePro

Enables businesses to create goal-based financial plans using what-if scenarios and capital market assumptions.

Made by MoneyGuide

    What is MoneyGuidePro?

    The app provides businesses with a comprehensive financial planning tool that enables the creation of goal-based plans through the use of what-if scenarios, capital market assumptions, and other advanced features. Featuring a intuitive interface, the app simplifies the complexities of financial planning, empowering users to make informed decisions and achieve their financial objectives. With a track record of excellence, the app has been recognized as the top choice of financial planning software for eight consecutive years in Financial Planning Magazine's annual survey, setting the industry standard for user-friendly and effective financial planning solutions

    Highlights

    • Goal-based financial planning capabilities
    • Utilization of what-if scenarios and capital market assumptions
    • Intuitive interface for enhanced user experience
    • Eight-year recognition as the top financial planning software

    Platforms

    • Desktop Mac
    • Desktop Linux
    • Mobile iPad
    • Mobile Android
    • Mobile iPhone
    • Desktop Chromebook
    • On-Premise Linux
    • On-Premise Windows
    • Cloud, SaaS, Web-based
    • Desktop Windows

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