A successful financial practice requires more than just great financial software. MoneyGuide is compatible with several applications you know and love.
Browse the list of compatible applications below and remember, we're adding new integrations all the time.
*Advent Black Diamond Only
The choice of a Customer Relationship Management (CRM) solution is about more than just the software decision; it is also about business processes, relationships and system integration. Domain expertise is critical to a successful CRM project outcome, especially for wealth management firms due to the nature and complexity of this business.
Salentica offers unparalleled knowledge and experience in wealth management CRM implementations and how to best tailor them to work for your organization. We understand your business, your terminology and your systems. We have the proven processes to ensure successful deployments and ongoing support.
AdvisoryWorld provides Asset Allocation, Portfolio and Investment Analysis, Proposal Generation, Hypothetical Illustrations, Workflow & Document Management and Financial Planning Software Applications to investment professionals including Registered Investment Advisors, Wealth Managers, Broker Dealers, TAMPs, Banks and Insurance Companies.
The company delivers its financial tools through software, remotely as web services and customized as professional services. The portfolio analysis software and investment analysis software and technology enable RIAs and other investment professionals to optimize portfolios using the efficient frontier as well as analyze risk metrics and manage risk by using several Modern Portfolio Theory statistics such as Alpha, Beta, R2, Sharpe Ratio and Correlation.
Advyzon is an intuitive, cloud-based platform that combines portfolio management, flexible performance reporting, client portals, client relationship management (CRM), planning, and business intelligence. Designed with a focus on ease of use and user experience, Advyzon partners with investment advisors to help grow their businesses efficiently and profitably. We are a team of entrepreneurs with decades of experience serving financial advisors. Continuous innovation and providing superior value and support to our clients are the principles Advyzon was founded on.
Asset-Map®'s purpose is to change the conversation between financial professionals and their clients from analysis to advocacy, from judgment to perspective, from paralysis to action. We visually facilitate meaningful financial conversations between professionals and their clients™.
Founded by successful financial advisors, Asset-Map® delivers practice management solutions transforming the advisor-client relationship by visually facilitating meaningful financial conversations. Advisors choose to use Asset-Map because it provides the next-generation of a continuous discovery process for opportunities to suitably serve their clients. In 2016, Advisors, broker-dealers, RIAs, agents, and agencies have mapped over $326 billion (as of 7/31/16) in financial instruments on the Asset-Map Platform. To learn more, visit www.asset-map.com.
Baer Software, the creator of Hub, facilitates true software integration. Hub integrates and synchronizes best-of-breed, stand-alone software through a cloud-based, unified dashboard. This homogenous integration delivers holistic access to client demographic and account data, as well as core business features of integrated systems while ensuring data consistency and accuracy across all your software. Hub also eliminates redundant, manual data entry by providing you with a single dashboard to create and edit client records which are then pushed/pulled into your suite of software. Enabling technology efficiency is our goal and we want to share it with you.
Blueleaf provides comprehensive data, including custodial, held-away and offline/manual assets via direct custodian integrations and included account aggregation. All this client data is delivered through a single connection to Blueleaf's industry leading data API, dramatically simplifying your data management. It is the simplest and most comprehensive data access available anywhere.
All this great data is part of our comprehensive Blueleaf Advisor platform which also includes:You can see for yourself with our 30 day full-featured FREE trial
To learn more please visit www.blueleaf.com
Already an Advisor using the Broadridge - Investigo Advisor solution?
Customer Support: (260) 471-1886 ext. 1
ENV 2 - Envestnet's Next Generation Platform. An Enhanced advisor console aimed at making your daily practice of managing wealth more efficient and powerful.
The FinaMetrica Risk Tolerance Toolkit™ helps advisors and enterprises create lifetime relationships, through better advice that results in clients who refer more, invest more and remain suitably invested through market highs and lows.
No matter why you are reviewing your risk tolerance testing, be it to meet ever changing regulatory obligations, better match investment recommendations to clients' needs or to improve communication with clients you will want to know that you are working with a market proven methodology backed by strong academic evidence.
The FinaMetrica Risk Tolerance Toolkit was launched in 1998. It was developed and trialed in Australia over four years with the assistance of the University of New South Wales. It's now maintained with expertise from the London School of Economics, and has gained international recognition as world's best practice. The Toolkit's reliability and validity is backed by over a million uses by thousands of financial advisors in over 20 countries.
Contact Meseret Goodsell at meseret.goodsell@finametrica.com.
Advisor Workstation℠
ByAllAccounts
Office℠
*Webservice Only
Principia®
Principia® CAMS
MX® enables financial advisors and their clients to collect, refine and present actionable data through data aggregation. Additionally, the visually engaging MX personal financial management (PFM) tools empower clients to create budgets with clarity around spending, debt and cash flow. These tools and experience allow clients to quickly learn about their spending and savings habits and easily track progress, helping them become financially aware. Founded in 2010, MX® is one of the fastest growing fintech providers, partnering with more than 1,700 financial institutions and 35 digital banking providers. For more information, visit www.MX.com.
PreciseFP is a data-gathering and forms creation tool for financial planners and investment advisors.
By allowing your clients to easily create a financial profile, you can not only meet your obligations of knowing your client and providing the most appropriate financial advice; you can create financial plans in less time and with less effort.
PreciseFP integrates with MoneyGuidePro and your favorite CRM software. Personal details, assets, liabilities, and insurance policies all flow to MoneyGuidePro without you having to do the data entry. Your client does the work for you using your highly attractive, customizable PreciseFP form. Here are some of the benefits of using PreciseFP with MoneyGuidePro:
Quovo is an end-to-end platform for aggregating, analyzing, and transferring financial data. With industry-leading APIs, modular widgets and innovation enterprise solutions, Quovo redefines what financial technology can do - for institutions, entrepreneurs, advisors, and clients.
Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform, empowers advisors to automate client accounts with Autopilot, and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms use Riskalyze to empower the world to invest fearlessly. For a quick tour, see www.riskalyze.com/#video.
Schwab Performance Technologies and MoneyGuidePro support integration to export portfolios from PortfolioCenter and import them into MoneyGuidePro one client at a time. This integration follows the client-centered approach in MoneyGuidePro and can be supported for firms that run PortfolioCenter in their offices. We cannot support direct PortfolioServices to MoneyGuidePro integration today, however integration is available through certain CRM applications.
Run your operations more efficiently with advanced data-management and performance-measurement tools, as well as customizable accounting, reporting, and billing functions-all in one secure online solution hosted by us.
Advisors accessing SEI thru Advisor Center are eligible for the integration.
Advisors accessing SEI thru Business Builder are not eligible.
TD Ameritrade and PIEtech are separate, unaffiliated companies and are not responsible for each other's policies and services. Access to Veo® and the services presented is provided solely as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. TD Ameritrade is not responsible for third-party information or services, including market data provided by the exchanges. TD Ameritrade does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Third-party research and tools are obtained from companies not affiliated with TD Ameritrade, and are provided for informational purposes only. While the information is deemed reliable, TD Ameritrade does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC.
Advisor View™ is an integrated portfolio accounting and management platform that delivers dynamic reporting, portfolio analytics, and flexible billing capabilities with an engaging client portal and iPad app. Advisor View is one of the several web-based applications that comprise Tamarac's fully integrated RIA suite, Advisor Xi®.
Advisor CRM® provides a powerful and easy-to-use CRM solution delivered through the cloud. Advisor CRM serves as a central integration point for all modules of the Tamarac Advisor Xi® platform, and third party applications - such as MoneyGuidePro®. Tamarac's integrated RIA platform provides meaningful integration, beyond single sign-on, delivering new levels of efficiency at your firm.
Built on the Microsoft Dynamics® CRM platform, Advisor CRM puts customer information at the advisor's fingertips, which helps ensure rapid user adoption and increased productivity.
*Advisor View Only
E*TRADE Advisor Services is an advisor-centric custodian with an innovative technology platform that facilitates the freedom and control of being independent while, at the same time, provides a strong support structure for financial advisors to lean on. Our mission is solely focused on helping advisors succeed. Our powerful, yet easy-to-use Liberty platform gives advisors access to what they need in one convenient interface, including portfolio management, trading, account opening, performance reporting and fee billing. With innovative technology and exceptional service, E*TRADE Advisor Services also provides a high level of flexibility that easily adapts to the advisor's specific needs.
Learn more at etrade.com/advisorservices.
Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients' lives.
Wealthbox CRM for financial advisors is widely acclaimed for its simplicity, time-saving interface design, and modern technology architecture that integrates easily with complementary tools and services such as MoneyGuidePro. With web-service integrations and single sign-on, the Wealthbox and MoneyGuidePro integration allows a range of data to be shared between apps and accessed by users.
Demo & Free Trial: www.Wealthbox.com
Wealthscape NFS provides real time access to accounts, service and trading capabilities for firms that clear through National Financial®.
Through integration with MoneyGuidePro, mutual clients can import and refresh position value information from Wealthscape for the accounts that clear through National Financial Services.
To request the Wealthscape NFS® integration, please contact your National Financial relationship manager.
Fidelity Investments is an independent company, unaffiliated with PIEtech Inc. Fidelity Investments is a service provider to PIEtech. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by PIEtech and does not guarantee, or assume any responsibility for, its content. Fidelity Investments, Fidelity Institutional Wealth Services, and National Financial are registered service marks of FMR LLC. Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC.
Wealthscape FBS provides real time access to accounts, service and trading capabilities for advisors who custody with Fidelity Investments.
Through integration with MoneyGuidePro, Fidelity Institutional Wealth Services clients can import and refresh position value information from Wealthscape.
To request the Wealthscape FBS integration, please contact your Fidelity Institutional Wealth Services relationship manager.
Fidelity Investments is an independent company, unaffiliated with PIEtech Inc. Fidelity Investments is a service provider to PIEtech. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by PIEtech and does not guarantee, or assume any responsibility for, its content. Fidelity Investments, Fidelity Institutional Wealth Services, and National Financial are registered service marks of FMR LLC. Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC.
MoneyGuideOne
MoneyGuidePro
MoneyGuideElite