Technology
MoneyGuide
Last fetched
MoneyGuide is a technology in WhisperGraph's PredictLeads-derived TECHNOLOGY corpus, categorized under accounting and finance, with a published adopter count of 275 hostnames.
Profile
- Category
- accounting and finance
- Broader grouping
- accounting and finance, intelligence and analytics, operations
- Published adopter count
- 275
- Vendor
- moneyguidepro.com
MoneyGuide is a financial planning software designed to help financial advisors create comprehensive financial plans for their clients. It offers tools for goal-based planning, scenario analysis, and client engagement, allowing advisors to visualize the impact of various financial decisions over time.
Vendor site: https://www.moneyguidepro.com
Sample adopters
20 hostnames WhisperGraph observed running MoneyGuide, a sample of the 275 published adopters.
- bravera.bank
- forward.bank
- peoples.bank
- edwardjones.ca
- addicusadvisors.com
- advisorgroup.com
- advisortalentsolutions.com
- alleghenyfinancial.com
- allianz.com
- allworthfinancial.com
- altfi.com
- amerilife.com
- ameriprise.com
- ameritas.com
- asbhawaii.com
- ascendfinancialguide.com
- assetmark.com
- associatedbank.com
- avantax.com
- aviancecapitalpartners.com
Related pages
Pivot from MoneyGuide into its category and the vendor behind it.
Queries
Resolves the slug's technology-name candidate(s) and projects the winner's fields.
MATCH (t:TECHNOLOGY)
WHERE t.name =~ $pattern
WITH t ORDER BY t.adopterCount DESC, t.name ASC
WITH collect(t)[0] AS winner, count(t) AS candidates
RETURN winner.name AS name,
winner.description AS description,
winner.category AS category,
winner.parentCategories AS parentCategories,
winner.adopterCount AS adopterCount,
winner.url AS url,
winner.vendorApex AS vendorApex,
candidatesOr query Whisper from your own LLM workflow via the Whisper MCP server.