Financial planning
made easy.

Easy to use.
Easy for clients to understand.
Don't believe us? Try it yourself.

Add A CLIENT

Send clients through the simple onboarding process, or enter their information yourself.

MAKE A PLAN

Review entered information, explore what-if scenarios, and add action items.

SHARE THE PLAN

Allow your clients to login and view the plan, send a PDF, or print concise reports.

Simplify your financial planning with MoneyEdge.

Some financial planning software are just too much. Too many fields, too many pages, too much information.
​ MoneyEdge walks the fine line between too much and not enough. Don't believe us? See for yourself.

MoneyEdge has the features you expect... and more!

DEBT ELIMINATION

Rather than assume your clients are ready to invest, MoneyEdge gives you a way to help them get out of debt.

LIFE INSURANCE NEEDS

Use the unique DIME calculator to help your clients determine how much life insurance coverage they may need.

CLIENT ONBOARDING

Enter client information yourself or invite a client to get started using the MoneyEdge client onboarding process.

SECURE VAULT

Share documents with clients and give them a place to back up their financial documents .

ADVISOR DASHBOARD

Track assets held with you and elsewhere. See the next steps of your financial plans at a glance.

DATA AGGREGATION

Allow your clients to pull account details into MoneyEdge with data aggregation.

By Financial Professionals →
For Financial Professionals

MoneyEdge is made by and for financial professionals. We understand what you and your clients want, because we are right there with you.

Get A Consultation!








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    A Free Consultation!

    We are a trusted analytical partner to the financial services, gaming, airlines and loyalty industries and are constantly formulating analytic solutions for large banks, credit unions, casinos and travel companies throughout the globe.

    Meet Our Awesome Team.

    view more
    Dan Harriman

    Founder and CEO

    Tim O'Brien

    Business Process Consultant

    Konnie Oordt

    Director of Client Support

    Simplify your financial planning. Or don't. We think you're going to like it, though.