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 their accounts within their financial plan with the aggregation option.

Benefits

For You


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

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Save time and create real-time plans.

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

For Your Client


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

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

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

It's All About Choice

MoneyGuide 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 plans together.


Try It Today
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