We have data on 543 companies that use MoneyGuidePro. The companies using MoneyGuidePro are most often found in United States and in the Financial Services industry. MoneyGuidePro is most often used by companies with 10-50 employees and 1M-10M dollars in revenue. Our data for MoneyGuidePro usage goes back as far as 5 years and 5 months.
If you’re interested in the companies that use MoneyGuidePro, you may want to check out CoreCard Software and Misys as well.
|Company||Texas A & M University-College Station|
|Company||Insight Enterprises Inc|
|Texas A & M University-College Station||tamu.edu||United States||>1000M||>10000|
|Insight Enterprises Inc||insight.com||United States||>1000M||>10000|
We use the best indexing techniques combined with advanced data science to monitor the market share of over 15,000 technology products, including Banking & Finance. By scanning billions of public documents, we are able to collect deep insights on every company, with over 100 data fields per company at an average. In the Banking & Finance category, MoneyGuidePro has a market share of about 0.9%. Other major and competing products in this category include:
MoneyGuidePro Conversations simplify client driven data gathering. Select a conversation and send a link to your client for them to input their data. This streamlined process gets needed information directly into the plan. Also explore clients' expectations, concerns and goals to drive your advice and enhance the quality of your financial plan.
Looking at MoneyGuidePro customers by industry, we find that Financial Services (59%), Banking (9%) and Investment Management (8%) are the largest segments.
95% of MoneyGuidePro customers are in United States.
Of all the customers that are using MoneyGuidePro, 47% are small (<50 employees), 25% are medium-sized and 26% are large (>1000 employees).
Of all the customers that are using MoneyGuidePro, a majority (66%) are small (<$50M), 22% are large (>$1000M) and 6% are medium-sized.