MoneyEdge financial software was developed by active financial professionals and for financial professionals. Created in 2004 by Innovative Money Software, MoneyEdge fills a void in the industry: a lack of easy-to-use and simple-to-understand financial planning software.
Our vision is to provide financial professionals with inexpensive, high-quality financial planning software that is focused on the needs of clients. MoneyEdge allows advisors to join clients in assessing their current financial situation and making a realistic plan for the future.
The MoneyEdge software was designed by Innovative Money Software (IMS), a privately-owned company founded in 2004 by active financial advisors seeking a better way to develop and present financial planning solutions to our clients.
The original goal was to develop user-friendly software with quick and simple entry that was clear and effective for both the advisor and the client.
MoneyEdge has evolved through the years as a result of our own use with clients and in response to valuable feedback from the many advisors who use the software.
To provide affordable, high-quality financial planning software focused on the needs of clients.
Innovative Money Software is located in Austin, Texas a city sometimes referred to as “Silicon Hills” due to the large number of software companies located here. We have been able to bring together a team of extremely skilled, hard-working specialists.
Our goal is to provide financial-planning software that is simple for advisors to use and easy for clients to understand. We strive to utilize state-of-the-art technology while keeping the cost affordable.
We believe...
In the individual financial professional, working together as a team with clients and a strong work ethic. The financial professionals that helped design this program have many years of experience and have worked with thousands of clients, helping them to plan their financial future.
In spending time with people in charting their financial future. Our software is built for advisors committed to long-term relationships with their clients.
In doing what’s right 100% of the time.
That the only way to foster long-term success in business is to be honest and forthright.
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