MoneyGuidePro

MoneyGuidePro® is the first collaborative internet-based financial planning software that offers a unique client-centered approach. Put simply, it is about building software for you when nothing off the shelf fits.

The natural audience is companies with a specific process to automate. They also list Finance and Financial Services, so expect those to show up in the feature set. As a mid-sized company team themselves (51 to 200 people), they tend to serve customers of a similar scale best.

MoneyGuidePro is based in Powhatan, Virginia. You can read more at moneyguidepro.com.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. A short pilot with your real data tells you more than any demo.

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