Made by advisors like you
We didn't just consult advisors;

We ARE advisors.

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.

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