We made a new friend!
We’re very excited to announce our new integration with leading financial planning software, MoneyGuidePro! Combining our secure, hassle-free, single-source data connection with MGP’s powerful planning tools, the life of a financial planner in the digital age has never been better.
With all of your client data in one place, including offline and held-away assets, data management is a one-and-done deal. New Blueleaf via MPG users will have access to all of the other great Blueleaf tools including the client portal (your Center of Influence Marketing hub), dead-simple reports, and Dropbox-enabled doc sharing.
MGP has put together a video on setting up your new Blueleaf integration, which you can find here.
We’re excited to partner with MoneyGuidePro, and we’re looking forward to getting feedback from new planners and their clients!
– Blueleaf Team