MoneyGuide offers three dynamic configurations
build and scale your ideal financial planning offering
One: MoneyGuideOne is a streamlined version of MoneyGuidePro®, designed to get a quality plan result in less than 5 minutes. Learn More.
Pro: MoneyGuidePro®, our flagship product, has been named the #1 Financial Planning Software 11 years in a row[1].Learn More.
Elite: MoneyGuideElite provides you with powerful modules to deepen the breadth & sophistication of your planning services. Learn More.