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A COMPREHENSIVE PLANNING PLATFORM

From foundational to sophisticated planning, easily engage clients through micro
and holistic planning experiences.

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Everyone needs and deserves a quality financial plan.®

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MoneyGuide offers dynamic configurations to build and scale your ideal financial
planning offering:

MyBlocks MoneyGuideElite℠ Wealth Studios

MyBlocks

Client-led planning tool that breaks down complex financial topics. Use to
prospect and engage the next generation of investors.

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MoneyGuideEliteSM

Illustrate income distribution, tax planning, lifetime protection strategies,
and the benefits and tradeoffs of annuities.

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Wealth Studios

Interactively demonstrate advanced estate planning strategies, address client
cash flow questions, and model dynamic net worth.

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LIFESTYLE GOALS

What Your Clients Really Care About

Helping clients define and prioritize Goals can also help them put their
financial decisions into perspective. MoneyGuide helps clients define and
prioritize their Goals into Needs, Wants and Wishes before meeting with you.

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Play Zone®

Interact with Their Lifestyle

Using sliders, this unique interactive feature allows clients to vary plan
elements that are within their control, e.g., retirement age, goals and savings,
and immediately see the impact

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Holistic Stress Testing

Manage Long-Term Expectations

What Are You Afraid of? is a dynamic presentation feature allowing you to plan
for factors outside of anyone's control and answer tough questions in the move
of a simple slider.

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Cash Flow

Bring the Detail When You Need It

Map out your client's retirement years with the Retirement Cash Flow Chart. The
chart plots out the various goals, options, surpluses and shortfalls that can
happen over the life of the plan, based on your client's plan inputs.

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Transform how your clients view their financial future.

Use MyBlocks to maintain, strengthen, and engage clients of all ages and
financial situations by facilitating ongoing advisor-client collaboration. Help
clients set realistic expectations, discover powerful answers to complex
questions, and deliver control and choice within a familiar user interface.

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Let's build plans together.


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SOLUTIONS

 * MoneyGuidePro®
 * MoneyGuideElite℠
 * Wealth Studios
 * MyBlocks℠
 * Client Portal & Aggregation
 * Add Ons
 * Integrations

SUPPORT & TRAINING

 * Customer Support
 * Training
 * Paraplanning
 * Education

ABOUT US

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 * Our Team
 * Careers
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 * Contact Us
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