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MoneyGuide Pro

MoneyGuide Pro is an internet-based financial planning program developed for the “real world” that provides sophisticated analyses and meaningful results without sacrificing ease-of-use.

Through Stress Testing and Monte Carlo simulations, MoneyGuide Pro features on-line collaboration between advisors and clients on:

  • Long-term goal planning
  • Insurance needs assessment
  • Budget
  • Asset allocation
  • Estate analysis
  • Variability return analyses