New Solution

Revolutionizing Wealth Planning

Wealth Studios is a powerful technology solution and user experience for advisors to use alongside their Ultra High Net Worth clients.

in helping people live an intelligent financial life.

MoneyGuide offers three dynamic configurations to build and scale your ideal financial planning offering:


MoneyGuideOne℠ is a streamlined version of MoneyGuidePro®, designed to get a quality plan result in less than 5 minutes.

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MoneyGuidePro®, our flagship product, has been named the #1 Financial Planning Software 15 years in a row.[1]

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MoneyGuideElite℠ provides you with powerful modules to deepen the breadth & sophistication of your planning services.

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Download Comparison Chart (PDF)

[1] Software Survey Report 2022
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What Your Clients Really Care About

Helping clients define and prioritize Goals can also help them put their financial decisions into perspective. MoneyGuide helps clients define and prioritize their Goals into Needs, Wants and Wishes before meeting with you.

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Play Zone®

Interact with Their Lifestyle

Using sliders, this unique interactive feature allows clients to vary plan elements that are within their control, e.g., retirement age, goals and savings, and immediately see the impact

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Holistic Stress Testing

Manage Long-Term Expectations

What Are You Afraid of? is a dynamic presentation feature allowing you to plan for factors outside of anyone's control and answer tough questions in the move of a simple slider.

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Cash Flow

Bring the Detail When You Need It

Map out your client's retirement years with the Retirement Cash Flow Chart. The chart plots out the various goals, options, surpluses and shortfalls that can happen over the life of the plan, based on your client's plan inputs.

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Transform how your clients view their financial future.

Use MyBlocks to maintain, strengthen, and engage clients of all ages and financial situations by facilitating ongoing advisor-client collaboration. Help clients set realistic expectations, discover powerful answers to complex questions, and deliver control and choice within a familiar user interface.

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Powerful Industry Leading Integrations

Integrations make advisors more efficient and improve the quality of data flowing into client plans. More complete and accurate data means stronger financial plans.

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Let's build plans together.

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