MoneyGuidePro is a client-centered Financial Planning system for Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. It is intuitive and easy to use, while still providing sophisticated analyses and results. MoneyGuidePro is completely web-based and features on-line collaborative planning between advisors and clients.
Access critical Veo client data such as account information, balances, positions and history
Leverage Veo client data in a variety of planning and reporting tools
Navigate seamlessly from Veo to MoneyGuidePro with single sign-on