MoneyGuide, Inc. ('MG'), the developer of myMoneyGuide® and moneyguidepro.com, is committed to protecting your privacy and ensuring the security of your information on our website.
Our Privacy Policy has three key elements.
If you scour the internet for award-winning retirement financial planning software you're likely to find a number of financial planning spreadsheets, tools and calculators. While they may be DIY, none of them are as robust or comprehensive as MoneyGuidePro which is the leading favorite among professional financial planners. The best financial software to manage your money for retirement is made by Personal Capital. One of the best ways to grow your wealth is to leverage financial software to track, measure, and optimize. I've used financial software since 1996 to grow my wealth with a simple Excel spreadsheet. 'There are affordable, user friendly and effective options for the average person trying to get a grip on their finances,' Brabham says. The best retirement planning tools and software include: -. The best financial planning software programs offer mobile. Money Tree's Silver offering covers most professional needs and can be used to track progress towards retirement planning, estate.
- You were granted access to moneyguidepro.com by a financial advisor. This financial advisor and, if applicable, the firm with whom they are licensed, also has access to your personal information on moneyguidepro.com. Your advisor uses your personal information, in conjunction with our software, to provide customized financial planning reports for you. Your advisor's use of your data is governed by their firm's privacy policy. Please contact your financial advisor if you have questions about their firm's privacy policy.
- Your financial advisor can authorize MG to allow the exchange of data between moneyguidepro.com and other programs or websites that your advisor uses in their business, and your personal information can be included in these data exchanges. Except for data exchanges that have been authorized by your advisor, MG does not disclose or share your personal information with any third party, unless required by law to do so (for example, to comply with a subpoena).
- We use transport layer security (TLS) encryption, which is the industry standard for secure data transfer software, to ensure data you transmit through the Internet is protected against unauthorized access.
What Personal Information Do We Collect and How Do We Use It?
When you register, we will ask you for your name, email address, and contact information, and you will be asked to select a password. Microsoft excel 2013 mac free download. You may also be asked to select a user name.
We use your name to personalize your reports generated by the system. We use your email address to confirm your subscription, user name and password, and to provide customer service. As a registered user, when you select the option to create or access your financial plans, we will recognize you by your user name and password (or e-mail address, as applicable). We may also use the contact information we collect to notify you about any new functions included in our software or new services offered by our website.
What Financial Information Do We Collect and How Do We Use It?
To use our software, you or your financial advisor must input personal financial data for you and, if applicable, your co-client. The personal financial data required may include annual income, current values of and annual additions to investment assets, anticipated retirement expenses, and expected values of future assets such as lump sum distributions from pensions or inheritances. In many instances, these entries are optional. This personal financial information will be used by your financial advisor, in conjunction with our software, to develop financial, asset allocation, and income plan(s) or analyses for you.
'Cookies'
'Cookies' are small files used by websites to store information on your computer. For moneyguidepro.com to work properly, your browser must be enabled to accept cookies. Our cookies contain information that identifies you during a session and allows the software to function. This information is not for sale or distribution.
Best Retirement Planning Software For Financial Planners
How Do We Protect Your Information?
Retirement Planning Software Reviews
When you access your financial data, we use a state-of-the-art secure server to keep all your personal information as secure as possible. The transport layer security (TLS) encrypts all information you input before it is sent to us, and all data we collect is protected against unauthorized access. Microsoft access mac free download. This approach helps ensure that your personal and financial information remains safe and private.
What Is The Best Retirement Planning Software
Your Consent
By using our website, you consent to the collection and use of the information described above by moneyguidepro.com. Should we make any changes to our privacy policy, we will post those changes on this page, and your continued use of our website is your consent to those changes.
You also acknowledge that MG may aggregate data from its users and subscribers for the purpose of better understanding its user base and/or to research potential changes in content and services. MG may use this collective information for product research or marketing demographics, but we do not disclose, sell, or distribute any information to a third party where such information could indicate directly or indirectly any individual's financial information.
Best Retirement Planning Software For Financial Planners
Download mozilla firefox macbook air.
