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Feature Spotlight: Client Portal
MoneyGuidePro’s Client Portal has been revamped to increase the ease and efficiency of the data gathering and plan sharing processes. Advisors determine the level of access they would like their clients to have. The program provides six default sharing modes that range from simple data gathering to editing their full plan. Snapshot, our most popular sharing mode, gives the client an overall view of the plan along with access to our most friendly and client engaging tools.
Click here to watch the pre-recorded webinar on the newly redesigned Client Portal!
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Temporary Support Hours
We have temporarily extended our Support hours from 7:00 am ET to 8:00 pm ET. Normal support hours will resume on Tuesday, May 31.
If you have any questions, please contact MoneyGuidePro® Support.
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Training Team Schedule
Be on the lookout for the 2016 Training schedule that will be available mid-May!
Can't wait for the 2016 schedule? Contact the Training Team today to submit a suggestion or to schedule your own private training event.
Contact the team today for more information!
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Upcoming Conferences
Join us at one of these events!
FA Inside Retirement
May 5 - 6, 2016 in Dallas, TX
NAPFA Spring 2016
May 17 - 20, 2016 in Phoenix, AZ
Envestnet Advisor Summit
May 18 - 20, 2016 in Chicago, IL
2016 FPA NorCal Conference
May 31 - June 1, 2016 in San Francisco, CA
Pershing INSITE 2016
June 7 - 9, 2016 in Orlando, FL
Morningstar Investment Conference
June 13 - 15, 2016 in Chicago, IL
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