Money Pro App For Mac

Jan 07, 2020  In researching the best free apps for the Mac, I started by using Apple's category list. This makes it easier to cover the wide variety of content available. If an app is on the Mac App Store, it is in one of the 21 categories that Apple has listed.

Money For Mac

LIFESTYLE GOALS

What Your Clients Really Care About

Helping clients define and prioritize Goals can also help them put their financial decisions into perspective. MoneyGuide helps clients define and prioritize their Goals into Needs, Wants and Wishes before meeting with you.

More Features

Play Zone®

Interact with Their Lifestyle

Using sliders, this unique interactive feature allows clients to vary plan elements that are within their control, e.g., retirement age, goals and savings, and immediately see the impact

More Features

Holistic Stress Testing

Manage Long-Term Expectations

What Are You Afraid of? is a dynamic presentation feature allowing you to plan for factors outside of anyone's control and answer tough questions in the move of a simple slider.

More Features

Cash Flow

Bring the Detail When You Need It

Map out your client's retirement years with the Retirement Cash Flow Chart. The chart plots out the various goals, options, surpluses and shortfalls that can happen over the life of the plan, based on your client's plan inputs.

More Features

LIFESTYLE GOALS

What Your Clients Really Care About

Helping clients define and prioritize Goals can also help them put their financial decisions into perspective. MoneyGuide helps clients define and prioritize their Goals into Needs, Wants and Wishes before meeting with you.

More Features

Play Zone®

Interact with Their Lifestyle

Using sliders, this unique interactive feature allows clients to vary plan elements that are within their control, e.g., retirement age, goals and savings, and immediately see the impact

More Features

Holistic Stress Testing

Manage Long-Term Expectations

What Are You Afraid of? is a dynamic presentation feature allowing you to plan for factors outside of anyone's control and answer tough questions in the move of a simple slider.

More Features

Cash Flow

Mac

Bring the Detail When You Need It

Map out your client's retirement years with the Retirement Cash Flow Chart. The chart plots out the various goals, options, surpluses and shortfalls that can happen over the life of the plan, based on your client's plan inputs.

More Features