MoneyGuidePro
from MoneyGuidePro (Envestnet)
Interactive financial planning platform with dynamic goal-setting and tracking, user-friendly interface, customizable client reports, retirement planning, tax planning, and scenario analysis features.
Category:
Financial Planning Software
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
MoneyGuidePro
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