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.
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
Today's modern enterprise is inundated with data, yet firms struggle to gain a holistic, consolidated view. Building on our Investigo legacy of clean data, comprehensive sourcing and actionable insights, Broadridge Data Aggregation and Financial Reporting is the only solution to offer you a true competitive advantage. We combine actionable data, historical and direct data feeds, with third-party sourcing to give you visibility into every asset type, including held-away information. Our team carefully cleans and reconciles your data to over 99.9% accuracy, maximizing reliability across your internal systems and within financial reports. Now you can support both front- and back-office operations with our golden source of data, confident that everyone has access to complete and current information.
Features:
Already an Advisor using the Broadridge?
Customer Support: (260) 471-1886 ext. 1
Broadridge Advisor Solutions is a single-source marketing partner for financial services professionals. We provide streamlined marketing solutions proven to help with client acquisition and engagement, while adding value to the existing client base. Through a multi-channel, multi-touch strategy, we help our clients deliver their brand to more places, increasing leads, referrals and assets under management. Our client engagement platform features a diverse range of solutions including websites, digital advertising, search engine marketing, seminar marketing, social media, email and additional content marketing.
Choose Broadridge
Broadridge, a global Fintech leader with over $4 billion in revenues and part of the S&P 500® Index, provides communications, technology, data and
analytics. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing
efficiency and generating revenue growth.
Already an Advisor using the Broadridge?
Customer Support: (260) 471-1886 ext. 1
Covr is changing the way life insurance is sold with an innovative, digital life insurance platform. We partner with financial institutions to provide life insurance solutions to their customers in an efficient, easy way that streamlines the process of selling and buying policies. Covr offers a choice of trusted life insurance products from leading insurance carriers, an easy way to compare rates, and the ability to purchase policies within minutes. Through its white labeled solutions, Covr helps financial institutions deliver a great experience under an existing brand their customers already trust.
Covr provides:
ENV 2 - Envestnet's Next Generation Platform. An Enhanced advisor console aimed at making your daily practice of managing wealth more efficient and powerful.
Envestnet Analytics delivers answers to your most important business questions through our unmatched data, industry knowledge, and technology. Our solutions are designed to empower Enterprise Home Offices, RIAs, Advisors, and Money Managers to grow their businesses. We deliver actionable insights through our cutting-edge Recommendations Engine, which provides action lists to help advisors know what to do next, curated playlists from industry experts, traditional analytics dashboards, mobile applications, and notifications, reports, and extracts that are sent directly to email to make it easy to socialize across your firm.
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®.
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 Support at support@finametrica.com.
Where AI meets financial planning. Enabling Advisors to Transform Client Data into Comprehensive Financial Plans.
FP Alpha is an AI-driven comprehensive financial planning solution that enables advisors to provide actionable and personalized recommendations to clients in a scalable, intelligent, and cost-efficient manner across 16 disciplines, all while remaining complementary to current retirement planning software.
MaxMyInterest ("Max") is the leading cash management solution for independent financial advisors and their clients. Max helps clients earn dramatically higher yields on cash with increased FDIC insurance coverage and preferred rates not available elsewhere. All funds remain in clients' own bank accounts, where the money remains FDIC-insured and same-day liquid. Max's patented intelligent cash management technology monitors interest rates daily and helps clients move their funds to the highest rate accounts to earn more as rates change.
Max is available at no cost to independent wealth management firms and includes a range of integrations with leading wealth management platforms as well as the option to include the firm's branding. In addition to offering preferred rates and terms for individual, joint, or revocable trust accounts, Max can also meet the needs of businesses, foundations, non-profits, and other entities. Visit MaxForAdvisors.com to learn more and register for free access to the Max Advisor Dashboard to review your clients' held-away cash balances. Max balance data integrates seamlessly into MoneyGuidePro, enabling advisors to provide more holistic advice and planning on both portfolio and held-away assets.
*Webservice Only
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.
PayForED is the only comprehensive student loan and college funding software platform for financial advisors. Our approach can be used as an added value to your planning process or as a standalone revenue stream to grow your practice. The advisor portal provides an interactive environment that includes training videos, educational library and helpful forms. The client experience provides customized information to enhance their decisions and improve their overall financial plan.
With PayForED, you have one solution to help your clients with college funding, college decisions, graduating on time, graduate school, loan repayment, refinancing options, and loan forgiveness. Our platform helps grow your business by attracting new clients, retaining current clients, and expanding services to new marketplaces. In addition, we offer a CFP CE training program and an outsourcing option to help you get started.
More Information – www.Payfored.com/MoneyGuidePro
Portfolio Pathway is a cloud-based wealth management platform, empowering financial advisors, wealth managers and broker dealers for over a decade. This comprehensive platform offers a modern and simplistic user interface for Portfolio Reporting, Fee Billing, Mobile Client Tools and Rebalancing and Trading solutions.
With this MoneyGuide integration, users of Portfolio Pathway can now see portfolio holding details and performance data within MoneyGuide without having manual data entry. For more information, please see the user guide below or email us at info@portfoliopathway.com.
More than a CRM, Practifi is an enterprise-grade business management platform designed for high-performing financial advice firms. Practifi's innovative product suite helps advisory teams integrate systems and automate processes while maximizing revenue, boosting growth, and strengthening client relationships. With a focus on client success and product innovation, Practifi provides the foundation and support needed to build the financial advisory firm of the future.
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.
Advisors accessing SEI thru Advisor Center are eligible for the integration.
Advisors accessing SEI thru Business Builder are not eligible.
A Robust Risk Analysis, Portfolio Design And Compliance Platform
StratiFi empowers financial advisors with cutting edge technology to create a more holistic view of a household's financial wellness to win prospects, increase wallet share and improve client experience.
The company's PRISM Rating technology quantifies risk on a 1-10 scale and allows advisors to communicate risk to clients in a way they understand. StratiFi's robust technology and client friendly proposals help advisors improve the quality of their interaction and insights they share.
The platform's unique experience digitizes the client risk assessment and automates the ongoing monitoring of the IPS to improve compliance and enhance oversight of accounts and models.
Win Prospects, Increase Wallet Share, and Enhance Client Experience:
Veo is our premier web-based advisor platform - built specifically to meet the needs of today's independent financial advisors. Veo offers what you'll need to manage and grow a successful business. When you log on to Veo you can:
TD Ameritrade and MoneyGuide, Inc. 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.
The best way for an advisor to grow, retain clients, and gain referrals is by building client confidence in the financial planning process. Traditional risk tolerance profiles have historically been unclear and overly focused on personality, largely ignoring the client's actual financial ability (capacity) to take risk. This results in poor decision making and lack of confidence to stick with the plan.
Tolerisk elevates the risk tolerance assessment process by actually measuring the client's objective (mathematical) ability to take risk and simultaneously validating the client's assumptions with the industry's most robust measurement of financial longevity. Tolerisk helps clients make better, actionable decisions that evolve with them as their circumstances change, encouraging confidence in the entire financial planning process, which leads to retention and referrals.
With the power of MoneyGuide and Tolerisk's integration, you'll be able to seamlessly populate financial information needed to analyze the client's mathematical ability to take risk over time. Add our simple personality profile and you can measure and align portfolio risk, evaluate financial longevity with dynamic 2nd to die mortality probabilities, and even examine recommended risk by tax status of assets. Tolerisk will help you impress clients, prospects, compliance officers, and regulators. The combination of MoneyGuide and Tolerisk takes your practice to a whole new level!
Axos Advisor Services is an RIA custodian with a singular goal: to provide firms like yours with the individualized attention, intuitive technology, and knowledgeable consulting support you need to take your business to the next level and beyond. We are committed to knowing and having personal relationships with our RIA clients and to providing outstanding support to firms of every size. We focus on delivering flexible solutions, responsive service, innovative technology, and competitive pricing. Our experienced team provides relationship-based service, getting to know each business to provide the support needed. Our powerful, yet easy-to-use technology gives financial advisors access to everything they need in one easy-to-use interface.
Learn more at axosadvisorservices.com.
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 MoneyGuide, Inc. Fidelity Investments is a service provider to MoneyGuide. 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 MoneyGuide 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 MoneyGuide, Inc. Fidelity Investments is a service provider to MoneyGuide. 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 MoneyGuide 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.
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