MoneyGuidePro® is the first collaborative internet-based financial planning software that offers a unique client-centered approach. The goal-based planning approach is meaningful to the client and more productive for the advisor.
How the integration works?
Our integration with MoneyGuidePro 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 MoneyGuidePro account before the changes are saved.
We also developed a fact finder template optimized for MoneyGuidePro that only gathers data that can be exported. You are free to use this template as is, or customize it to your needs.