AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |
Back to Blog
Money guide pro login9/4/2023 ![]() ![]() ![]() The following field information is passed from Practifi to MoneyGuide. Financial Plans, and any other functions offered by MoneyGuide, are performed exclusively within MoneyGuide. When MoneyGuide opens for the Client selected in Practifi will land on the My Plan page and list any Financial Plans created earlier. MoneyGuide users will be unable to update these details from within MoneyGuide after Practifi has been implemented as a customer. MoneyGuide intends to enforce that Practifi becomes the source of truth for Client and Contact information. If there are changes in Practifi to the Client or Contact details, these will also be updated in MoneyGuide. If the Practifi Client already exists in MoneyGuide, the MoneyGuide page will be shown. If the Practifi Client did not exist in MoneyGuide when clicking the link, the Client will first be created in MoneyGuide, and then the MoneyGuide page will be shown. The link opens the MoneyGuide portal at the list of plans for the corresponding Client after checking two things: This is the Link to MoneyGuide button placed on the Client record. Only one link is provided from Practifi to MoneyGuide. ![]() Using the Integration Linking the Practifi Client to MoneyGuide Once these steps have been completed, the user will be able to, without interruption, click from Practifi to MoneyGuide to view and work with Client records in MoneyGuide. Wait for the completion messages to display. If the user has already logged into MoneyGuide, locate the enrolment link to authorize Practifi and select it. If the user had not already logged on to MoneyGuide, the MoneyGuide login panel will display.Please select MoneyGuidePro under Alliance when subscribing. We offer a 10 discount off our standard subscription price for MoneyGuidePro users. ![]() Select the Link to My Plan in MoneyGuide link. For all the powerful planning tools you'd expect, plus a Social Security maximizer, easy technology integration and exclusive account aggregation, use MoneyGuidePro.
0 Comments
Read More
Leave a Reply. |