Client Portal & Aggregation

The Client Portal and Aggregation options provide you with up-to-date information and the ability to better control your client’s financial activity.

Focus your clients on their long-term goals through the Client Portal, and allow them to link all of their accounts within their financial plan with the Aggregation option.

Benefits

For You


...

Uncover held-away assets by empowering clients to link their accounts.

...

Save time and create real-time plans.

...

Get clients actively involved and give them ownership to fulfill your recommendations.

For Your Client


...

Give clients tools to better understand and manage their cash flow, budgeting and debt management.

...

Reassure clients during market volatility and keep them focused on achieving their goals.

...

Help clients track pre-retirement finances to help them achieve their short and long-term goals.

It's All About Choice

MoneyGuidePro® gives you two options for data aggregation - MX or Yodlee. Both options are priced the same and are cost-effective. Choose the one that works best for you.

MX®

Yodlee®

Let's build these plans together!


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