MoneyGuidePro Financial Planning

Felcorp's MoneyGuidePro capability

MoneyGuidePro software capability is included as part of the following Felcorp service areas:

• Paraplanning Duties
• Financial Planning Software Capabilities
• On Demand Paraplanning Duties

Felcorp Support is actively investing in developing our expertise on the MoneyGuidePro platform as part of our commitment to expanding our US financial planning capabilities. Our paraplanning teams are currently undergoing structured training across MoneyGuidePro's goal-based planning, retirement modelling, insurance needs analysis, and estate planning modules. As we build and formalise our proficiency on this platform, we are positioning our offshore teams to support US-based adviser practices with financial plan preparation and planning documentation within the MoneyGuidePro environment.

Our teams are familiarising themselves with the platform's goal-based planning builder, Monte Carlo analysis, Social Security optimisation, and estate planning tools to deliver paraplanning support for US advisory practices.

What is MoneyGuidePro?

MoneyGuidePro, now part of Envestnet, is a client-centred financial planning software for US-based financial advisors. The platform provides goal-based planning with capabilities spanning retirement modelling, insurance needs analysis, asset allocation, estate planning, and Social Security optimisation. MoneyGuidePro has led the US financial planning software market by adviser market share for 17 consecutive years.

Key modules and components

• Goal planning and planning builder
• Retirement planning and income modelling
• Insurance needs analysis
• Asset allocation tools
• Estate planning with Family Tree View and heir asset tracking
• Cashflow planning and analysis
• Monte Carlo retirement income analysis
• Social Security optimisation tools
• MyBlocks for ongoing client collaboration
• Wealth Studios for advanced estate and tax analysis

For more information about MoneyGuidePro, visit the official website at moneyguidepro.com.