Engage clients with a unique approach

With MX^® and MoneyGuide, you create a living plan for your clients – providing meaningful probability of success in meeting their long term goals.

For Your Clients

This client-facing video can help you explain data aggregation to your clients. It gives your clients a quick look at MX and the cash flow, budgeting and debt management tools available to them.

To use this video on your website, cut and paste the embed code below.

<iframe allowfullscreen="" frameborder="0" height="360" mozallowfullscreen="" src="https://player.vimeo.com/video/261384527?autoplay=0&title=0&byline=0&portrait=0" webkitallowfullscreen="" width="640"></iframe>

Please note: When using our copyrighted materials, you must include a credit acknowledging our ownership directly underneath the video. The credit should read:

MX Webinar

Listen to a replay of the webinar to learn how the MX^® add-on gives you additional aggregation options and ways to engage your clients in planning with MX’s personal financial management (PFM) tools.

Watch Replay