![]() ![]() More than two decades later, eMoney is now one of the most successful financial advisor software that has helped millions of people (both directly and indirectly).ĭirectly, it has aided financial advisors in making top-notch plans for their clients. All financial advisors loved the software as it helped them create better plans. Let’s dive right into the details! eMoneyĮdmond Walters, a financial advisor, launched eMoney for everyone in 2000. Experts suggest eMoney for high-net-worth clients and MoneyGuidePro for low-net-worth clients.eMoney does not have the life expectancy feature, event-changing factor, presentation slide maker, or many other features that MoneyGuidePro has.MoneyGuidePro has a slightly weaker privacy protection system, but eMoney uses top-notch security services.eMoney is one of the costliest financial advisor software there is, while MoneyGuidePro is affordable.Both eMoney and MoneyGuidePro help advisors and clients.Lastly, We are also making a comparison table of both, so that you can decide which is the most suitable for you. Here, We are discussing both eMoney and MoneyGuidePro in detail. Out of all, the two most credible ones that are mainly used are eMoney and MoneyGuidePro.Īdvisors often search about which one is best among these two, they should use for their clients, but there are not many details available. MoneyGuidePro ® is for public use with a financial advisor.We all know that highly efficient Financial Advisor software is super important to keep track of finances and future plans. Nothing contained in this article is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The services and materials described herein are provided on an ‘as is’ and ‘as available’ basis, with all faults. Sound interesting? Contact Us to learn about how financial planning with MoneyGuidePro can help you in retirement. Using MoneyGuidePro, we’ll work with you to create a plan to make the most of your money – now and in retirement. ![]() Retirement planning can help clients identify and achieve their retirement goals, and it doesn’t have to be difficult. MoneyGuidePro helps address common fears and concerns such as health care costs, outliving your money and determining the best time to file for Social Security benefits. ![]() It’s easy to use and allows you to make changes to your plan and immediately see the impact. MoneyGuidePro is designed to help TCV profes sionals focus on your retirement goals to create a customized plan. Using MoneyGuidePro, together we explore expanding your “wish list” to include other goals like college or private schools for grandchildren, private care, gifts or donations and major purchases. When considering retirement financial assets, it’s easy to only include resources for the most common items like basic living expenses, health care, car, travel and fun money. It’s important to also consider what you want to do with your money and why, including identifying your concerns, expectations and goals. Retirement planning should not be limited to assets, investments and net worth. TCV offers MoneyGuidePro ®, an industry-leading financial planning software platform that helps clients identify all their unique goals, including their NEEDS, WANTS, and even their WISHES. For a truly satisfying retirement lifestyle you would also include sufficient money to pay for other purchases and activities that go beyond your basic needs. ![]() Introducing MoneyGuidePro® A Powerful Tool To Help Clients Plan For Retirementįor a comfortable retirement you should be able to pay your basic living expenses without worrying about running out of money. ![]()
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