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NEW INTEGRATION PARTNERS!

MoneyGuidePro is excited to announce integration with the following partners:
Black Diamond Performance Reporting - provides daily, fully outsourced investment performance reporting and portfolio management to wealth managers and financial advisors via an industry-leading Internet based application. View Video
Collegiate Funding Solutions - provides a unique web-based college planning solution (think TurboTax) that can help you, the professional advisor, easily immediately and dramatically improve your college planning capability and the value you can deliver to clients. View Video
MGP Office Configuration

Do you work in an office environment where you use the same portfolios and asset classes? MGP now has a new configuration that allows you to implement and manage a standard planning process for all of your advisors in your office. Click here to learn more.


Customize My MGP
CashEdgePro - Account Aggregation
FinaMetricaPro - Risk Profiling
Custom Logo - Upload or Create Instantly!

Call our sales team at 1.800.841.5312 for a demo and FREE TRIAL of these add-ons.


See Us At These Conferences:
04/18/08 - Financial Advisor Retirement Planning Symposium
05/13/08 - NAPFA National Conference
10/04/08 - FPA Annual Conference
10/13/08 - Financial Advisor Symposium
11/10/08 - NAPFA Northeast/Mid-Atlantic

Look for us at your Broker Dealer Conference!


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Personal message from
Brian Miksa, CFP®

Manager of Training & Support


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