MoneyGuidePro |
| Description | eMoney is a comprehensive and scalable finance management platform developed specifically for financial services to address a wide range of financial planning needs of the clientele. This powerful financial planning software powers your organization with creative, planning-driven solutions for the management of your client’s finances and finance-related decisions. This comprehensive financial planning platform assists you in planning across the client lifecycle, meaningfully engaging your clients, efficiently managing your practices, streamlining your technology, and growing your business. It is intended to scale to meet your firm's growing demands and is developed to function as per the way you work. It requires an end-to-end consultative way to deal with execution, administration, preparing, and continuous client commitment. Users additionally get the tools for compliance reporting, data import-export, performance metrics, client management, and benchmarking with this software. Their packages are built on their planning-centric platform to fit with the sort of planning that advisors deliver and deepen client interaction. All of its packages and services come with a free trial; however, eMoney follows a quotation-based pricing strategy for its products or services. Read more | RightCapital's innovative financial planning solution allows financial advisors to differentiate their value for more clients. Help your clients understand how prepared they are for retirement using interactive tools. Compare multiple scenarios, illustrate stress tests, and more. Show your clients the benefit of a smart tax strategy by Illustrating optimal withdrawal strategies including Roth conversions. You can show your clients the impact of their decision on when to start receiving Social Security benefits and the optimal solution that will maximize their Social Security income. Read more |
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PLUS Custom PRO Custom PREMIER Custom GROWTH Custom |
BASIC $124.95 $124.95 per user / month PREMIUM $149.95 $149.95 per user / month PLATINUM Custom |
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| Company Details | Located in: San Diego, California | Located in: Shelton, Connecticut |
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(610) 684-1100 |
(888) 982-9596, opt. 2 |
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