MoneyGuidePro
 |
0.0 (0) |
October 02, 2010
Hits: 2025
Company Info
| Company Name: | |
| Data Last Updated: |
|
| Data Verified by Company: | |
| Website: | |
| Contact Email: |
|
| Phone Number: |
|
| Year Founded |
|
| Number of Employees: |
|
Software Overview
| Format: | |
| Size of Firms Targeted: | |
| Target Market: | |
| Number of Firms Using: |
|
FP Features
| Modules: | |
| Accumulator Phase: | |
| Retirement Phase: | |
| Asset Allocation Assumptions: | |
| Types of Reports: | |
| Secondary Analysis: | |
| Monte Carlo Analysis: | |
| Client Portals: |
Pricing
| Pricing Based By: | |
| Trial: | |
| Initial Training: | |
| Support: |
Integrations
| Outsource Solutions: | |
| Portfolio Management Systems: | |
| CRM: | |
| Account Aggregation: | |
| Financial Planning: | |
| Rebalancing: | |
| Analytics: | |
| Document Management: | |
| Websites: | |
| Client Portals: | |
| Form Fill: | |
| Custodian: | |
| IPS Software: | |
| Web Reporting: | |
| Report Packaging: | |
| College Planning: | |
| Other Applications: | |
| Total System: |
Security
| Security Functionality: |
MoneyGuidePro (MGP) Financial Planning Software gives you the confidence you need to help your clients navigate the challenging terrain of today’s uncertain financial world. MGP’s unique planning philosophy is a hybrid – goal-based planning with full cash flow after retirement. MGP helps you create a well-crafted plan for your clients -- with results they understand and a clear path they can realistically follow.
Using an MGP plan as a guide, you’ll be confident you’re providing the right advice, and your clients will be confident they’ve chosen the right advisor. Contact
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
or 800-841-5312 opt:1
User reviews
There are no user reviews for this listing.
To write a review please register or log in.
