Send clients through the simple onboarding process, or enter their information yourself.
Review entered information, explore what-if scenarios, and add action items.
Allow your clients to login and view the plan, send a PDF, or print concise reports.
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.
Rather than assume your clients are ready to invest, MoneyEdge gives you a way to help them get out of debt.
Use the unique DIME calculator to help your clients determine how much life insurance coverage they may need.
Enter client information yourself or invite a client to get started using the MoneyEdge client onboarding process.
Share documents with clients and give them a place to back up their financial documents .
Track assets held with you and elsewhere. See the next steps of your financial plans at a glance.
Allow your clients to pull account details into MoneyEdge with data aggregation.
MoneyEdge is made by and for financial professionals. We understand what you and your clients want, because we are right there with you.
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