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MoneyGuidePro

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About MoneyGuidePro

MoneyGuidePro is a financial planning software from PIEtech, Inc. that delivers personalized and actionable financial plans with capable advisor tools. It includes MoneyGuide, Wealth Studios, Platform, and a Client Portal & Aggregation so advisors can effectively manage client relationships and financial goals. The software provides a comprehensive suite of solutions that enable the creation of tailored financial plans while allowing clients to access and review their financial information easily. With reliable features, it helps advisors deliver detailed reports and projections that support informed decision-making. Key capabilities: MoneyGuide Wealth Studios Platform Client Portal & Aggregation Financial Planning Tools Best for: financial advisors that need to create detailed and personalized financial plans for their clients.

MoneyGuidePro Details

Vendor
PIEtech, Inc.
Year Launched
Location
PIEtech, Inc. Subsidiary: MoneyGuidePro 750 W. Broad St. Suite 300 Falls Church, VA 22046
Deployment
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian
Users
Financial Advisors, Individual Investors, Retirement Planners
Industries Served
Finance.
Tags
Financial Planning, Retirement Planning, Investment Management, Wealth Management, Financial Risk Management, Financial Advisors, Financial Services

MoneyGuidePro's In-App Market Place

Does MoneyGuidePro have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

6

Mini Apps

1. eMoney: Integration with eMoney allows for seamless access to financial planning tools and client data.

2. MoneyGuidePro RetireRisk: This add-on provides additional retirement planning capabilities and risk analysis tools.

3. Riskalyze Integration: Integrating with Riskalyze allows for enhanced risk assessment and portfolio analysis.

4. MoneyGuidePro PlayZone: PlayZone is a mini-app that gamifies financial planning

making it engaging and interactive for clients.

5. Riskalyze Risk Number: This plugin calculates a client's "Risk Number" to help advisors tailor investment strategies based on risk tolerance.

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), CAD ($), AUD ($), JPY (¥), CHF (CHF), CNY (¥), INR (₹), RUB (₽)

Pros & Cons

  • Provides comprehensive financial planning tools
  • Offers detailed analysis of various financial risks
  • Allows for goal setting and tracking
  • Provides scenario modeling for different financial situations
  • Offers detailed reports and visuals for presenting information to clients.
  • Steep learning curve for new users
  • Limited customization options for reports
  • Some users report slow loading times for the program
  • High price point for smaller financial advisory firms
  • Interface could be more user-friendly and intuitive

MoneyGuidePro's Support Options

MoneyGuidePro's Alternatives