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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

MoneyGuide Integration Overview

Export (to MoneyGuidePro) Only… To export to MoneyGuidePro… On the Integrations tab locate the MoneyGuidePro box and click on it. ​ ​

LPL Applicable Integrations

How to Setup the MoneyGuidePro Integration PreciseFP and MoneyGuidePro Video… further enhance your experience, we have developed a customized fact finder template optimized for MoneyGuidePro… This template is designed specifically to gather data that can be seamlessly exported into MoneyGuidePro

[Step 2] - Digital Client Onboarding

single click, you can effortlessly share the client's Comprehensive Financial Profile data with eMoney, MoneyGuidePro