![]() ![]() MoneyGuide is the industry’s leading financial planning software platform, providing fast, easy and scalable solutions through its innovative configurations, including MoneyGuideOne, MoneyGuidePro®, MoneyGuideElite and MyBlocks. “This recent integration with MoneyGuide will provide needed efficiencies and time savings for advisors, enabling them to speed up the revenue collection process while engaged with the client in a financial planning relationship.” “As part of our commitment to making advisors’ lives easier and more profitable, we are continuing to expand our technology integrations and partnerships with industry-leading technology platforms,” said Alan Moore, AdvicePay co-founder and CEO. Through an innovative single-sign-on integration, advisors using MoneyGuide will be able to access AdvicePay directly to initiate the billing process for financial planning work they have completed, are in process with, or are just beginning the client relationship. ![]() Missed the webinar? You can view a recording here.Fee-for-service payments platform now integrated directly into industry-leading financial planning software systemĪdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced today a technology integration with the industry’s most widely used financial planning software provider, Envestnet | MoneyGuide. Learn how our integration with MoneyGuide can help you deliver the intelligent financial planning solution your clients need. Soon, you will be able to incorporate financial plans into your standard PDF client performance reports. And with your ability to develop a customized view of the results, you can help your clients see the strength of their plan. ![]() Superior level of service that meets client needsĮngage your clients in the financial planning experience in the manner that works best for them-either through the client portal or their mobile device. Review the new plan in your next client conversation and take the opportunity to discuss recommended changes and adjustments-to ensure the plan is in the right place. ![]() With a series of tiles, simply drop your client’s financial wellness results into the dashboard. Through the client reporting view on Tamarac, you can build a digital experience for incorporating your client’s new financial plan into the client portal. Enhanced conversations with Financial Wellness Results Import the recommended plan back to the Tamarac Reporting platform for review with your client. MoneyGuidePro then builds a recommended financial plan that provides your client with a higher success rate than the current plan, based on sophisticated solutions and smart assumptions. Export this core data to the MoneyGuide platform where your client’s current situation is analyzed. From your Tamarac Reporting dashboard, simply gather your client’s financial data from the household view. Starting the goals-based financial planning process with MoneyGuidePro is easy and intuitive. Here’s what our new view of integrated planning means for you and your clients: Quality financial plans that address complex lives The seamless connection between Tamarac Reporting ® and MoneyGuide provides you with a powerful and transformative solution for delivering advice in the future. This process just got a whole lot easier with the integration of Envestnet | Tamarac and MoneyGuide, bringing together market-leading financial planning software with comprehensive technology solutions.ĭuring a recent launch webinar with RIAs, we walked through a live demo of how this integration connects the solutions you offer clients today with a roadmap for the achievement of financial goals. Nothing is more important to helping clients see they are on the road to financial wellness than the right financial plan. ![]()
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