MoneyGuidePro Integration
AdvisorEngine CRM provides an integration with MoneyGuidePro that allows you to export information from AE CRM to MoneyGuidePro.
Enabling the Integration
The MoneyGuidePro Integration is set up once at the firm level. To enable the integration:
- Navigate to if you are not already there.
- Click .
- Select the checkbox on the MoneyGuidePro Setup line.
- Click on the MoneyGuidePro Setup line.
- Enter your MoneyGuidePro Institution ID and click (Contact MoneyGuidePro if you are unsure of your Institution ID).
- Click .
- Click in the upper right.
Sending to MoneyGuidePro
You can send to MoneyGuidePro either from an individual Record or from the Record Workspace.
- From a Record, click .
- From the Record Workspace, select a Record and click .
A new browser window will open and re-direct you to the MoneyGuidePro website. On first login, you will need to confirm Account Types and Owners for Assets. (Subsequent logins will re-direct you to the MoneyGuidePro website.) Click .
Click the tab in MoneyGuidePro to view data exported from AE CRM.
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