MoneyGuidePro (MGP) provides an exciting new approach to Financial Planning. It replaces the unnecessary complexity of traditional, detailed-cash-flow planning software with a goal-oriented process that is faster, easier and more engaging for the client.
With MGP, Advisors can create a Retirement Lifestyle Plan to show clients how to maximize the satisfaction and enjoyment they will obtain from their money during their lifetime. It is particularly effective in helping restore client confidence during down markets.
MGP has been hailed as "the most innovative product to come along in a long time" and was selected as the "Software of the Year for 2008". For more information, please visit www.moneyguidepro.com or call 800.841.5312.
Member Integrations
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| PORTFOLIO MANAGEMENT, REPORTING, AND BACK OFFICE |
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| IPS GENERATION SOFTWARE | INTEGRATIONS |
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