MoneyGuidePro
Personalized Financial Planning Focused on Your Goals
MoneyGuidePro® is designed around the needs of both advisors and clients, offering powerful solutions that simplify even the most complex financial planning tasks. With advanced features, it empowers advisors to create customized strategies that reflect each client’s unique goals, fostering strong and lasting relationships.
MoneyGuidePro Features
Our advisors have access to intuitive financial planning tools that allow them to customize services to meet each client’s unique needs.
MoneyGuidePro Benefits
Easily manage the complex financial details of your clients’ lives with this efficient, intuitive tool, designed to deliver goal-centered planning tailored to each client’s unique needs.
Online Fact Finder
Allow clients to enter their financial information and access key details about their plan from any place.
Auto Goals
Utilize AI to grasp clients' preferred lifestyles and identify key milestones required to accomplish them.
Health Care Cost Smart Goal
Give clients guidance on the full range of retirement healthcare expenses.
Risk Tolerance
Help clients determine the threshold at which their fear of losing exceeds their aspiration for earnings.
Test Variables
Enable clients to modify plan details for greater control over their financial strategy.
Holistic Stress Testing
Have clients respond to challenging questions to identify ways to address their fear of uncertainty.
Allocation Comparison
Assess your client's current and suggested financial allocations to understand their present situation, their goals, and the strategy to attain those objectives.
Planning Portal
Give clients online access to their plan, allowing them to retrieve information and assess their progress from any location.
Our Services
We offer a comprehensive suite of planning services so we can assist with every aspect of your multi-faceted financial life.
About ELA Financial Group
Ela Financial Group is an independent, fiduciary firm committed to prioritizing each client’s interests and goals.
Contact Us
Discover how personal attention and comprehensive services help you progress toward your goals. Contact us today!