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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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MoneyGuidePro


MoneyGuidePro is the financial planning software of choice for seven years running, according to Financial Planning's RIA survey. That’s because we make planning all about the client. Our collaborative online approach motivates clients to become involved, engaged, then invested. MGP's unique ability to make sophisticated, goal-based planning fast and easy makes for a more profitable experience for clients and advisors. Because MGP is smart, easy-to-use and adaptable, you can now provide a profitable planning experience for every client. For all the powerful planning tools you'd expect, plus a Social Security maximizer, easy technology integration and exclusive account aggregation, use MoneyGuidePro.

We offer a 10% discount off our standard subscription price for MoneyGuidePro users. Please select MoneyGuidePro under Alliance when subscribing.

QuickStart Guide Supplement

This guide introduces you to FinaMetrica's risk tolerance questionnaire and report, and explains one methodology for integrating risk tolerance into your planning process.

 Standard QuickStart Guide
 QuickStart Guide Supplement for MGPro Users