advisor tool

Integration With MoneyGuidePro!

mgplogo

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.…