 Integration Partners
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Getting asset information from prospects and clients is often
difficult and always time consuming. That's why we have
partnered with CashEdge to bring industry-leading account
aggregation capabilities to MoneyGuidePro.
 View Pdfs
Getting Started
Getting Started for Guests
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Video CashEdgePro Account Aggregation Overview
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FinaMetricaPro provides a scientifically validated technique
for assessing financial risk tolerance and an easily understood
methodology for incorporating the assessment directly into the
MoneyGuidePro financial plan.
View Pdfs
Quick Start Guide
Investment Risk and Return Guide
User Guide to FinaMetrica's Linking Spreadsheet: Comparing Risk Tolerance and Investment Risk
FinaMetrica's Linking Spreadsheet: Comparing Risk Tolerance and Investment Risk
View Videos
Video FinaMetricaPro Risk Profiling Overview
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| MoneyGuidePro provides seamless data integration with this partner at NO COST to you. | |||||||||||||||||||
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Albridge Solutions provides the essential components for wealth management
platforms to enable the delivery of an accurate, single view of all of an investor's assets.
Albridge's wealth management technology consolidates and reconciles client account
information from hundreds of data sources that represent banking, brokerage, insurance,
retirement, managed accounts and more. More than 170 financial institutions and 100,000
financial advisors rely on Albridge to provide holistic financial planning and asset reporting
to millions of investors.
Contact Info
View Videos
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Schwab Performance Technologies® is the leading provider of portfolio data management and reporting solutions to more than 3,000 independent financial
advisors and investment managers. Since 1985, Schwab Performance Technologies has leveraged a unique combination of deep industry experience and
innovative technology to develop powerful portfolio management solutions that help advisors manage their practices and serve their clients. The
open-architecture solutions-including PortfolioCenter® and PortfolioServices™-were designed to be scalable and flexible to adapt to the evolving needs
of today's independent advisors. More information is available at www.schwabpt.com.
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. Contact Info
View Videos
Video PDF Exporting Portfolios from the Schwab PortfolioCenter into MoneyGuidePro as Accounts |
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dbCAMS+ is a total office solution providing all the tools you need to automate your practice and maintain your momentum.
dbCAMS+ features extensive integration and data sharing capabilities, performance measurement and reporting tools, and a
full spectrum of client reports with a flexible, user-friendly Custom Report Wizard. The versatility and functionality of
dbCAMS+ will more than satisfy your diverse needs.
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BridgePortfolio is the leader in providing a flexible platform to investment advisory firms that seek a method to profitably deliver portfolio management to
their clients in a customized, private-label, web-based platform.
BridgePortfolio's services can be a financial advisor's complete investment management, customer service and back-office solution.
BridgePortfolio offers a comprehensive suite of portfolio management services offering the investment advisor a fully customized, branded product in which
the advisor can preserve and extend their brand name; grow assets under management; outsource costly operational issues; efficiently manage client portfolios;
provide enhanced customer service; have access to top-drawer research; and utilize a private label website for online access and reporting.
Contact Info
View Videos
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Portfolio Director™ is Portfolio Management Software designed to fit your business. Portfolio Director™ offers you both a
web based platform or desktop solution depending on your budget and requirements. Along with quarterly performance reporting
we offer model portfolios, client billing, benchmarking, and stock option support. And with our web-based product you may
decide to allow your clients to access their reporting via the web!
Portfolio Director is designed to fit your business by being affordable, customizable, and comprehensive.
Contact Info
View Videos
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AssetBook is the complete portfolio management system for investment advisors looking to minimize their
administrative demands and maximize their client interaction. AssetBook is the premier Portfolio Management
Software as a Service (SaaS) designed specifically for investment advisors. AssetBook provides advisors with
an industry-leading combination of web-based software and personalized service including Portfolio Accounting,
Reporting, Trading, and Client Access. Request more information at
www.assetbook.com or call AssetBook at 301.387.3238.
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Black Diamond Performance Reporting™ helps wealth managers and their clients by providing unbiased, outsourced investment performance reporting. We receive daily,
automated data extracts from multiple accounting systems/platforms and reconcile the data to ensure accurate performance results. No manual data entry is necessary.
Black Diamond provides access to performance via a dynamic, feature-rich Internet application that is customized in a way that is meaningful and significant to each
wealth manager. Our application provides on-the-fly performance reports that are designed specifically for each firm. Firm customization allows advisors to
"tell the story" behind their wealth management strategy and subsequent results.
Contact Info
View Videos
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Morningstar OfficeSM
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Morningstar OfficeSM is Morningstar's complete practice and portfolio management system for independent advisors.
This single, all-inclusive platform is designed so that advisors can use it to run their entire practice. Morningstar
Office features the most current Morningstar research data on 325,000+ investments, sophisticated planning tools,
complete portfolio accounting and performance reporting, client management tools, e-mail and calendar functions,
batch reporting, archiving, a client web-portal and more.
Morningstar Office users also have the option to outsource all of their account management and reconciliation with Morningstar® Back Office ServicesSM. View Videos
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Advisor Workstation®
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Morningstar® Advisor Workstation®, our Web-based solution for financial advisors, brings together the
best of our capabilities in investment research, client communications, and
portfolio management. The result is an online front-office system that works in
conjunction with your back-office portfolio accounting and transaction
programs.
View Videos
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Principia®
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Morningstar® Principia® is one of the most widely used resources in the financial planning industry.
With a powerful research database that includes mutual funds, stocks, variable annuities, closed-end
funds, and separate accounts, advisors can conduct advanced research and analysis, monitor portfolios,
and propose investment strategies.
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Redtail delivers web-based Client Relationship Management (CRM), paperless office Imaging solutions and Email Archiving and Retention services. Offered as
a subscription service, Redtail provides financial professionals with tools necessary for their trade in an easy to use fashion that they can get up and
running quickly. Redtail's high-performance platform is compatible with all environments and it integrates with many popular financial industry solution
companies. For more info go to www.redtailtechnology.com.
Contact Info
Sales: Lisa Davis 800-206-5030 Ext. 1042 support@redtailtechnology.com Support: 800-206-5030 support@redtailtechnology.com View Videos
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Junxure CRM Software provides comprehensive office management tools for financial services professionals. Junxure combines client and office
management, workflow automation, and paperless document organization to enhance office efficiency. ClientView makes it easy to add private
client webpages to your website.
Contact Info
Sales: 866-586-9873, Option 2 Support: 866-586-9873, Option 1 View Videos
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Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client
information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment
tracking - all from a financial services industry perspective. In use by many of the top 20 Fortune 500® Life companies and more than 100,000 professionals
worldwide, Ebix CRM solutions are now considered the industry standard for agency management, practice management, and enterprise CRM.
View Videos
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Upswing CRM is purpose-built for financial advisors and widely acclaimed for its ease-of-use, time-saving
interface design and easy import/export wizards. With customizable workflows and data fields, and seamless
single sign-on integrations to third-party applications like Albridge, MoneyGuidePro and Laser App Software,
the new version 2.0 of Upswing CRM provides advisors and their teams with a modern and efficient customer
relationship management system to grow their books of business. Upswing CRM is a monthly subscription
service with critical features for advisors like permissions-based security, encryption and data backup.
Contact Info
View Videos
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ProTracker Advantage is our highly-acclaimed practice management solution designed specifically for financial planning professionals.
ProTracker Advantage manages relationships, tasks and appointments, organizes financial, life planning and estate information for clients,
stores client documents and communications, automates office work flow processes, imports data from portfolio management systems, provides marketing
campaign management, and facilitates regulatory compliance.
View Videos
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Advisors Assistant - The Leader in client management software (CRM) since 1985. Combines contact management with insurance tracking and portfolio
management. A powerful marketing tool that increases sales, helps retain clients by increasing client contact, and streamlines office efficiency.
View Videos
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Grendel is a sophisticated online solution designed to help you grow, protect, and mange your practice. It integrates
all the tools an advisor needs to stay ahead of the curve in one easy to use package. Grendel has several modules
including CRM, account aggregation, compliant paperless office, a client portal, and more. Control your monsters™
at www.grendelonline.com starting at $50 per month.
Contact Info
Sales & Support: 888-824-4477 View Videos
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Orion Advisor Services offers a web-based portfolio management and accounting solution through a dedicated portfolio accounting service bureau.
Fee-based investment advisors use Orion to unload daily tasks like data reconciliation, tax lot accounting and printing & mailing statements. A
sophisticated suite of customized performance, valuation and cost basis reports enables advisors to spend more time with clients. At our core,
Orion provides an integrated portfolio management solution and full service bureau to fee-based investment advisors who still remember why they
became advisors.
Contact Info
View Videos
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Forefield is the foremost provider of real-time sales, education, and presentation solutions for financial institutions and advisors. Forefield's web-based solutions facilitate the communication of client-centric financial planning knowledge and advice that is current, concise, and compliant. | ||||||||||||||||||
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Collegiate Funding Solutions provides a unique web-based college planning solution (think TurboTax) that can help you, the professional advisor, easily
immediately and dramatically improve your college planning capability and the value you can deliver to clients.
View Videos
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Advisor Products Inc. is a client communications and marketing company serving over 1,800 of the nation's
leading independent financial advisors. API creates web sites, client newsletters, brochures, and stationery,
and assists advisors with branding, writing their marketing copy and designing a logo.
View Videos
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PreciseFP™ is a non-proprietary data-gathering tool for financial planners and investment advisors that uses industry-standard communication
methods (e.g. XML, PDF) to collect, process, and store client data in a secure and efficient manner.
The major benefits to replacing the static, paper-based questionnaire with a living document that allows for customized communications with each unique
client and prospect include:
• Eliminates data entry at advisor rates • Gets clients into the system faster, lowering overall costs for greater appeal to the mid-level client • Helps maintain compliance with easy, safe client data storage and retrieval Contact Info
View Videos
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Created BY advisors FOR advisors, IPS AdvisorPro®, an award-winning system for creating fully customized
Investment Policy Statements (IPS), offers an ideal solution for standardizing your investment process.
A comprehensive and flexible web-based software, IPS AdvisorPro® can uniquely address all client types,
and is easy-to-use.
View Videos
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AppCrown provides the most comprehensive integration solution for
broker-dealers and independent RIAs. Whether you are a broker-dealer
with over 1,000 reps or an independent investment advisor with $25 million in assets,
AppCrown provides the workflow integration plan to automate and streamline your
internal processes along with all 3rd party financial software applications.
Contact Info
Sales: (888) 989-8599 ext. 122 mike.brodsky@appcrown.com Support: (888) 989-8599, option 2 support@appcrown.com View Videos
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IAS' Solution 360°, the only unified wealth management software solution built on a single database,
combines Portfolio Management, Financial Planning, Customer Relationship Management, Back Office Services,
Client Portals, and Rebalancing. Leverage technology to streamline your practice and grow your business!
View Videos
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NetX360™ provides one complete solution, combining the best of the brokerage and advisory worlds onto one platform,
to make it easier for you to grow your business. In addition, the market data, tools, and analytical capabilities
available throughout NetX360™ will help you identify potential revenue generating opportunities from both new and
existing clients.
From sales to transaction processing and from trading to managing compliance risks, NetX360™ will simplify your daily tasks, enabling you to save time, reduce errors, and accomplish more. View Videos
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Investigo's web-based practice management system takes advantage of our unique and sophisticated
data consolidation and reporting platform. It's proven to save reps and RIAs valuable time and
money by providing an integrated portal for asset tracking, client management and regulatory
compliance. Its broad range of integrated core practice management functionality is second to
none and it automatically updates, consolidates and reconciles client data-all at a significantly
lower price than other systems available today.
Contact Info
Sales: David Braun Executive VP of Sales 952-920-1441 david.braun@broadridge.com Support: 260-471-1886 Ext. 1 View Videos
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Click on an integration partner below for more information, including training videos:
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MoneyGuidePro is a proud sponsor of Your Silver Bullet. Your Silver Bullet members commit to making their separate programs "play well" together so that you can spend more of your time managing your client's money, not managing incompatible software. |
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