MoneyGuidePro

MoneyGuidePro

MoneyGuide
Tower

Tower

TechRules
+
+

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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies and advisors wanting a solution to manage and customize their planning services

Audience

Organizations looking for an advanced Wealth Management solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

MoneyGuide
United States
www.moneyguidepro.com/ifa/Home/MoneyGuidePro#product-pro

Company Information

TechRules
Founded: 1999
Spain
www.techrules.com/financial-software-tower/

Alternatives

eMoney

eMoney

eMoney Advisor

Alternatives

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PriceMetrix

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SIMON

SIMON

SIMON Markets
PriceMetrix

PriceMetrix

McKinsey & Company
eMoney

eMoney

eMoney Advisor
inStream

inStream

inStream Solutions

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Altruist
Blueleaf
CircleBlack
Covr
Envestnet Analytics
Envestnet Portal
Envestnet Yodlee
FIS Hedge Fund Portfolio Manager
Morningstar
Morningstar Advisor Workstation
NetX360
Practifi
PreciseFP
ProTracker Advantage
Pulse
Redtail CRM
SmartOffice CRM
TD Ameritrade
Tamarac
XLR8 RMS

Integrations

Altruist
Blueleaf
CircleBlack
Covr
Envestnet Analytics
Envestnet Portal
Envestnet Yodlee
FIS Hedge Fund Portfolio Manager
Morningstar
Morningstar Advisor Workstation
NetX360
Practifi
PreciseFP
ProTracker Advantage
Pulse
Redtail CRM
SmartOffice CRM
TD Ameritrade
Tamarac
XLR8 RMS
Claim MoneyGuidePro and update features and information
Claim MoneyGuidePro and update features and information
Claim Tower and update features and information
Claim Tower and update features and information