The MoneyGuidePro fact finder can be used as is and can also be customized. Please note that any additional fields, groups or pages that you may add to the template will not export to MoneyGuidePro.
To engage your client with this template you will need to first add it to My Templates. You can do this by clicking on the template in the library and then clicking on the Install template button on the template details.
Keywords: Fact Finder, MoneyGuidePro, MGP, Digital Onboarding, MoneyGuide, Envestnet