MoneyGuidePro

Goals-based financial planning software used by advisors for retirement projections.

Open source: No

Editorial review

MoneyGuidePro has not yet been editorially reviewed. User reviews and published field data below are unaffected — we say so rather than implying an editorial verdict.

Facts & attributes

Every value carries its evidence state. “—” means unknown — never a silent default (P-02).

Identity · Taxonomy

Tags(open-source;cloud-native): financial planning, goals-based planning, retirement, estate planningVerified

Platform · Deployment

Delivery model(SaaS;self-hosted;desktop;mobile;embedded;managed-cloud;appliance): SaaSVerification pending

Pricing · Licensing

Free trial(true/false): trueVerification pending

Features · Product · Fit

Core capabilities(authoring;automation;analytics): Interactive goals-based planning, Detailed cash-flow planning, Holistic stress testing, Retirement distribution planning, Advanced estate strategies, Account aggregationVerification pending

Support · Docs · Services

Support channels(email;ticket;chat;phone;community): phoneVerification pending

Audience · Use · Case

Best for(Neutral editorial summary): Financial professionals building goals-based retirement and estate plansVerification pending
Primary use cases(build;monitor;automate): Financial planning for financial professionals, Advanced estate and net worth modeling, Retirement cash-flow planning, Prospecting via the Dash tool for advisor websitesVerification pending

Vendor · Maintainer

Headquarters country(US): United StatesVerification pending
Vendor type(commercial;foundation;community;government;consortium;individual): commercialVerification pending

User reviews

Review policy

No published reviews yet.