MoneyGuide
MoneyGuide, a financial planning platform and part of the Envestnet wealthtech ecosystem, focuses exclusively on helping advisors to more effectively motivate each client to create, implement and maintain an investment strategy that best meets their lifetime financial goals.
How does the integration work?
Our integration with MoneyGuide allows you to export client/prospect data with just one click. Aside from contact and household information, we also export assets, liabilities, retirement plans and insurance. Once the export is complete, you are able to fill in any missing information right in your MoneyGuide account before the changes are saved.
We also developed a fact finder template optimized for MoneyGuide that only gathers data that can be exported. You are free to use this template as is, or customize it to your needs.