Money guide pro login9/13/2023 ![]() Instead, their complete financial portfolio is available where your clients want to access it, giving them an easier way to find the information they want so they can more easily communicate with you about their needs. When your systems are integrated, your clients’ financial information is no longer held in separate silos, each one independent of the other. When you combine your PFM and financial planning tools through Wealth Access and MoneyGuidePro, you give clients the best of both with an integrated and complete experience where both approaches can work hand-in-hand.Ĭombining the held-away data you aggregate through Wealth Access with the financial planning tools available from MoneyGuidePro provides your client with these benefits: Your clients want to stay on top of their credit card balances, loan amounts, and where their money is going on a daily basis as they spend, save, and go about living their life. Personal financial management, on the other hand, is a day-to-day activity. Most clients may reference their plan once or twice a year when it’s time for an annual review some clients may double back to it quarterly, but overall, a financial plan serves as a guiding light and a tentpole that you want them to be aware of and working toward, but not necessarily focused on constantly. Personal Financial Management Tools Combined with Financial Planning Creates More EngagementĪ financial plan, while vital to long-term success for many people, is not going to be something your client checks every day. Here’s how integrating MoneyGuidePro and Wealth Access can help create more beneficial conversations and stronger relationships with your clients. Through the Wealth Access integration with MoneyGuidePro, you can make those conversations easier to have with a more comprehensive way to create plans that address a client’s full financial picture. Usually, that comes in the form of a written financial plan. ![]() It’s all part of the job description, but it’s easier to have those conversations when you can point your clients back to a shared agreement that you’ve made that outlines their goals and how they can achieve them. While some clients may be naturally inclined to not worry, there are always a few that need to be talked off the ledge when they see the Dow decline by a few hundred points in a day. It will be indicated with an orange marker.As a financial advisor, one of the most difficult aspects of your job is effectively managing client attitudes and behavior when financial markets dip. You will now see the Risk Number on the Household Risk slider. * Note: If this is a new plan, you will need to follow the normal workflow of building a plan to get to this point. In an existing plan, this can be done by selecting About You (1) -> Risk & Allocation (2) -> Household Risk (3). Navigate to the Household Risk section of the financial plan. * Note: The Risk Number will only appear in the Financial Goal Plan. ![]() Now select the financial plan that you would like to use the Risk Number in or create a new financial plan. The client will now show as linked in Envestnet MoneyGuide. Search for the client's last name (1 & 2), select the Nitrogen client that you would like to link (3), and select Add (4). ![]() Navigate to a client's My Plans page in Envestnet MoneyGuide and select Manage Integrations. Your account is now integrated! S yncing the Risk Number into Envestnet MoneyGuide You will receive the following message if the request was successful. Select Options in the upper right corner of the Main Menu.Įnter your Nitrogen username and password and authorize the request. Next, you will select Partner Options (1), select Yes (2) to "Allow Nitrogen", and navigate back to the Main Menu. From the Main Menu, you will select User Options. Setting up the Integrationįirst, you will need to log into your Envestnet MoneyGuide account. By integrating your Envestnet MoneyGuide and Nitrogen accounts, you will be able to sync a client Risk Number from Nitrogen to Envestnet MoneyGuide for use while developing the financial plan. ![]()
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