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For a limited time: 60 free days of Yodlee® |
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Yodlee, the industry-leading personal financial management platform used by financial institutions and millions of consumers, has partnered with MoneyGuidePro to bring you affordable, accurate and secure data aggregation, allowing you to seamlessly include held-away assets in your clients' plans.
• Discover hidden assets
• Save time and prevent errors in data entry
• Give clients access to personal financial management apps through MGP's SMART Portal
For a limited time, you can try Yodlee for 60 days for free-- and then pay only $365* for a one year subscription. Click here to register for your free trial.
*Must begin free trial before April 15, 2015. $365 annual pricing is for up to 100 clients; additional clients will be billed at $3.00 each per year. |
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MoneyGuidePro Scheduled Maintenance: March 28-29 |
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In a continuing effort to better serve our customers, MoneyGuidePro will be performing network maintenance from Saturday March 28 at 12:30 am through Sunday March 29 at 5:00 pm ET and will be unavailable during that time. We expect the majority of disruptions to occur between 12:30 am and 12:00 noon ET on Saturday, but need to reserve the right to perform functions throughout the maintenance window that could intermittently impact website availability. This planned maintenance will not affect MoneyGuidePro functionality or plan results.
We apologize for any inconvenience. |
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| In the news: Study shows goal-based planning improves saving |
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A recent article at WealthManagement.com highlights a 2015 Consumer Federation of America study of savings habits in America. The study finds that having a plan helps people save more and spend less. Those with a plan tend to be more conscientious with money and are far more likely to name higher goals— and save enough for retirement.
Read the complete article at WealthManagement.com. |
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Spotlighted Feature:
Social Security Maximization
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What is the best Social Security strategy for your client? MoneyGuidePro's comprehensive Social Security Maximization tool automatically compares up to six strategies, showing both the net present value of the benefit stream and the probability of success for the plan. While maximizing the total benefit always seems attractive, in some plans, there's a different strategy that provides the highest probability of success.
Check out the Social Security Maximization feature in the Results section of any financial goal plan under Details. |
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Spring forward with MoneyGuideLive! |
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There is no better time than now to brush up on your MoneyGuidePro skills. As we change our clocks ahead, make up that lost hour by becoming more efficient in MoneyGuidePro. Join expert guides in our hands-on user lab designed to equip you with the knowledge to take financial planning to the next level. |
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| MoneyGuidePro is now integrated with Wealth Access |
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MoneyGuidePro and Wealth Access have integrated to make it easier for you to manage client finances and create financial plans. Client data available on Wealth Access will be pushed to MoneyGuidePro, where you can create a comprehensive financial plan.
To learn more about this seamless integration, please click here. |
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Integration Webinar:
SmartOffice Powered by Ebix |
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Shouldn’t your prospect or client data such as contact information, appointments, tasks, notes, emails and letters flow like water between the various devices (phone, tablet, computer) and other applications you and your staff use? Then join us for a comprehensive demonstration of the SmartOffice CRM system where we’ll explore all of your options to unify and simply your needs for customer relationship management. We’ll also showcase the $15 per month SmartOffice option.
We will also demonstrate the benefits of the seamless integration between MoneyGuidePro and SmartOffice powered by Ebix. |
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