MoneyGuide
Wealth StudiosAn Interactive Goals-Based Planning Solution
Illustrate retirement distribution
Demonstrate where your client’s money is coming from during the distribution phase of their plan.
Help reduce your client’s tax burden
Based on the client’s goal, calculate and test the strategies, and immediately see the impact on the client’s plan, including probability of success and overall tax savings.
Client interactivity
Using sliders, clients can vary plan elements that are within their control, e.g., retirement age, goals and savings, and immediately see the impact.
Retirement Planning
Client Marketing
We offer several types of questionnaires, brochures, videos, and more to help you communicate effectively with your clients and gather the necessary information to create a plan. Customize print documents with your contact information and logo through our marketing store front.
Training & Support
Onboarding
Programs available to help accelerate the implementation of our solutions into your business.
Training
With in-person or virtual training, learn in the manner that best fits you.
Customer Support
An award-winning, highly trained support team is available to help answer your important planning questions.
Add-Ons
Additional fee per add-on.
MyBlocks is an interactive modular financial planning tool that makes complex financial topics fun and easy to understand.
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Provide your clients with access to Yodlee through the Client Portal so that they can link their accounts. Empower them with personal financial management tools and create a more complete and informed view of your clients.
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With MX® and MoneyGuide, you create a living plan for your clients – providing meaningful probability of success in meeting their long-term goals.
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The Morningstar Risk Profiler provides an academically validated psychometric risk tolerance assessment for each client that helps advisors understand the level of risk clients would be comfortable taking.
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