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MoneyGuidePro Template

The MoneyGuidePro fact finder can be used as is and can also be customized… note that any additional fields, groups or pages that you may add to the template will not export to MoneyGuidePro… Keywords: Fact Finder, MoneyGuidePro, MGP, Digital Onboarding, MoneyGuide, Envestnet
Courtney avatar
Written by Courtney
Updated over a week ago

MoneyGuide Integration Overview

Export (to MoneyGuidePro) Only… To export to MoneyGuidePro… On the Integrations tab locate the MoneyGuidePro box and click on it
Courtney avatar
Written by Courtney
Updated over a week ago

[Step 2] - Digital Client Onboarding

click your are able to share the data from the client’s Comprehensive Financial Profile with eMoney, MoneyGuidePro
Sebastian Skwarek avatar
Written by Sebastian Skwarek
Updated this week