Easily send household information, such; as primary advisor, client data, and financial account holdings, from Advisor View, as well as assets, liabilities and insurance policies from Advisor CRM, into MoneyGuidePro with the click of a button.
Seamlessly import financial planning data from MoneyGuidePro into Advisor View and our client portal.
Add a goal-based reporting tile to your clients’ portal dashboard to keep their financial target top of mind.
Monitor your clients’ current and recommended probability of success, as well as last import date from MoneyGuidePro, within the household information in Advisor View.
Move your client discussions away from performance and keep them focused on what’s important, achieving their financial goals.
For more information on Tamarac’s comprehensive portfolio and client management platform, and how we integrate with MoneyGuidePro, contact us!