![]() ![]() The capability to run all kinds of analysis and historical back testing and custom. MaxiFi allows more tinkering with assumptions (return, inflation, etc.), life events (change of income, change of housing, etc.), social security payout and I think did a better job coping with a pension. Write a Review Company Details Company: MoneyGuide Headquarters: United States Website: Media Recommended Products New Relic provides the most powerful cloud-based observability platform built to help companies create more perfect software. MoneyGuidePro nailed it with this online retirement planning software. I am also using a paying subscription to MaxiFi. We hope this is helpful and appreciate you. Also to note, once your plan info is in, it doesn't seem possible to erase the plan - like once I selected married I couldn't remove my spouse. This video serves as a walkthrough to the data gathering phase in our financial planning software, MoneyGuidePro. I did not go to the next step where it appears to recommend adjustments or a portfolio. It comes in under eMoney on points like planning features, analytics and. Envestnet MoneyGuide has created an intuitive and easy to use Financial Planning Software suite, while still providing sophisticated analyses and results. To refer back to Ezra Groups grading system, MoneyGuidePro gets a 35.5 out of 40. But I would not object to one of the 1,000 outcomes where the portfolio grew to $100,000,000. The MoneyGuide suite of web-based Financial Planning and Retirement Planning Software products create fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. Maybe I am skewed towards pessimism but the final result of the portfolio's success/fail rate seemed optimistic. Generic Description: Integrated and comprehensive financial planning software. ![]() ![]() The final outcomes seem to weigh on your "risk" profile which is a slider that you select how much you can stomach your portfolio dropping. MoneyGuidePro Review, Evaluation, and Comparison. The data entry is relatively straight forward and it pulls in Schwab accounts automatically. While they may be DIY, none of them are as robust or comprehensive as MoneyGuidePro which is the leading favorite among professional financial planners. The Schwab plan is roughly equivalent to FireCalc with more inputs to define your situation, more details and a more modern interface. If you are having trouble finding it, login to, hover your mouse over the Guidance menu and then select Your Complementary Plan. ![]()
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