Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine’s annual survey. Why? We make financial planning engaging for the client.
Customer Reviews
Joel S.
Advanced user of MoneyGuideProI think the data entry format is excellent. It is designed to be very user friendly and client focused
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.
I use the software to analyze my clients holistic financial situation. I have realized that the conversation focused data entry is beneficial for my clients self realization of their situation.
