PreciseFP Integration with MoneyGuidePro

PreciseFP and MoneyGuidePro Integration

PreciseFP Fieldset

PreciseFP Field Tag

MGP Module

MGP Tag

EXPORT TO MGP

ANNOTATION

Personal Details First name Profile First name OK
Personal Details Last Name Profile Last name OK
Personal Details Gender Profile Gender OK
Personal Details Birth Date Profile Date Of Birth OK
Personal Details Email Profile Address OK
Personal Details Civil status Profile Marital Status OK

Family Member

PreciseFP Fieldset

PreciseFP Field Tag

MGP Module

MGP Tag

EXPORT TO MGP

ANNOTATION

Family Member First name Profile Name OK
Family Member Middle name Profile Name OK
Family Member Last name Profile Name OK
Family Member Birth date Profile Date Of Birth OK
Family Member Age Profile Age OK
Family Member Relationship Profile Type OK

Insurance

PFP Category

PFP Type

MGP SECTION

MGP ACCOUNT TYPE

EXPORT TO MGP

ANNOTATION

Insurance employer Term life Insurance Policies Non-cash value insurance Group Term OK
Insurance employer Health Insurance Policies Blank OK
Insurance employer Disability Insurance Policies Disability Group OK
Insurance employer Long term-care Insurance Policies LTC Nursing Home Care OK
Insurance employer E&O/ Malpractice Insurance Policies P&C Other OK
Insurance employer OTHER Insurance Policies P&C Other OK
Insurance private Term life Insurance Policies Non-cash value insurance Term life OK
Insurance private Whole life Other Asstes Cash value life Whole life OK
Insurance private Universal life Insurance Policies P&C Other OK
Insurance private Variable life Other Asstes Cash value life Variable life OK
Insurance private Variable – Universal life Other Asstes Cash value life Other life OK
Insurance private Health Insurance Policies Blank OK
Insurance private Disability Insurance Policies Disability Personal OK
Insurance private Long term-care Insurance Policies LTC Nursing Home Care OK
Insurance private Home Insurance Policies P&C Homeowners OK
Insurance private Auto Insurance Policies P&C Auto OK
Insurance private Umbrella Insurance Policies P&C Umbrella OK
Insurance private E&O/ Malpractice Insurance Policies P&C Other OK
Insurance private OTHER Insurance Policies P&C Other OK

ASSETS

PFP Category

PFP Type

MGP SECTION

MGP ACCOUNT TYPE

EXPORT TO MGP

ANNOTATION

Bank account Cheking Investment Assets Taxable and/or Tax free Account OK
Bank account Savings Investment Assets Taxable and/or Tax free Account OK
Bank account Money market Investment Assets Taxable and/or Tax free Account OK
Bank account Other Investment Assets Taxable and/or Tax free Account OK
CD N/A Investment Assets Taxable and/or Tax free Account OK
Taxble investment accounts N/A Investment Assets Taxable and/or Tax free Account OK
Retirement plans 401 (k) Investment Assets Employer retirements plan 401(k) OK
Retirement plans 403 (b) Investment Assets Employer retirements plan 403(k) OK
Retirement plans 457 (b) Investment Assets Employer retirements plan 457 OK
Retirement plans Roth 401 (k) Investment Assets Employer retirements plan 401(k) OK
Retirement plans IRA Investment Assets Individual retirements accounts Traditional IRA OK
Retirement plans Roth IRA Investment Assets Individual retirements accounts ROTH IRA OK
Retirement plans SEP IRA Investment Assets Employer retirements plan SEP IRA OK
Retirement plans Simple IRA Investment Assets Employer retirements plan SIMPLE IRA OK
Retirement plans Pension Other Assets Pension and deferred compensation/ Deferred Compensation (receiving now) OK
Personal property Primary residence Other Assets Home and personal assets HOME OK
Personal property Secondary residence Other Assets Home and personal assets HOME OK
Personal property Vehicle Other Assets Home and personal assets VEHICLE OK
Personal property Collectables Other Assets Home and personal assets BLANK OK
Personal property Other Other Assets Home and personal assets OTHER OK
OTHER N/A Other Assets Home and personal assets OTHER OK

Liabilities

PFP Category

PFP Type

MGP Liability Type

MGP Object

EXPORT TO MGP

ANNOTATION

Credit Cards n/a Other personal debt Credit Cards OK
Debts Auto Vehicle Loan Car OK
Debts Business Business loan Other OK
Debts Credit line Other personal debt Line of credit OK
Debts Mortgage (ARM) Personal real estate loan 1st Mortgage OK
Debts Mortgage (Fixed) Personal real estate loan 1st Mortgage OK
Debts Mortgage (Int only) Personal real estate loan 1st Mortgage OK
Debts Personal Note School Other personal debt Personal Note OK
Debts Other Other personal debt Other OK