eMoney and MoneyGuidePro Announce Integration

With the  integration of MoneyGuidePro’s financial planning engine into eMoney’s emX Select platform set to be released to all non-enterprise subscribers within the coming weeks, financial advisors will have the flexibility to meet their clients’ full range of interactive goal- and cash flow-based planning needs, while leveraging the power of eMoney’s comprehensive wealth-management platform, from one tool. To see a live demo of the integration, register for our webinar on November 11^th.

Accessible through the Application Menu as well as each client’s Plans page, this integration allows advisors and planners to access MoneyGuidePro’s intuitive retirement, health care, Social Security, estate, and college planning functions, as well as its asset allocation and insurance needs analysis features, from within emX Select, improving their workflow and deepening the breadth of their advice.

With single sign-on access, a dedicated MoneyGuidePro Reports folder in the Vault, and data syncing across multiple fields, utilizing MoneyGuidePro’s goal-based planning techniques is seamless and simple.

Additionally, you can configure a MoneyGuidePro tile to appear on the eMoney Client Site, allowing clients to single sign-on directly into their MoneyGuidePro dashboard from their eMoney client site.

Providing our advisors the freedom and flexibility to access a variety of best-of-breed technology applications, including CRM, performance reporting, risk tolerance and financial planning options, in combination with our unmatched advisor and client experience, creates the single most powerful planning and advisory business management platform that positions advisors and their clients for greater success.