January 09, 2010 in News & Events | by True North Advisors

True North adopts MoneyGuidePro Financial Planning Software

December 28, 2009 - DALLAS, TX. - True North Advisors licensed the use of the industry leading financial planning software suite, MoneyGuidePro. This recent license deal is evidence of True North’s continued investment in additional technology solutions to enhance its overall wealth management service for clients.

"MGP is really easy to use. It helps me work interactively with my clients to understand their goals, determine cash needs to meet those goals, and then design financial action plans we can execute now and over the years to come,” says Mike Anderson, JD, MS, CFP®, and True North’s advisor spearheading the MGP adoption at the firm. “MGP also has a number of great calculator tools I can use with clients for specific analysis, like Roth Conversion or Life Insurance.”

In a December 2009 survey published by Financial Planning Magazine, MGP was reported to be the clear industry leader with about 20% of the advisor market share.

True North Advisors is an independent wealth management firm serving high net worth clients and institutions, differentiating itself with its objective, disciplined system to carefully steward client assets. Based in Dallas, Texas, True North is in its 10th year of operations with a full-time team of 22 people and over $1 Billion in client assets under management.

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