MONEYEDGE

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 is made by and for financial professionals. We understand what you and your clients want, because we are right there with you... 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.

Primary location: United States