![]() ![]() It has been ranked the 1 financial planning software by the Journal of Financial Planning each year since 2008. MGP is highly respected and is the most widely utilized software among financial planners. Our primary tool is called Money Guide Pro (MGP). If you choose not to map any accounts from Orion to MGP (send Orion data to MGP), you will still be able to pull plan information from MGP into the Client Portal, Insights App, and sub-reports in Orion. We utilize several tools to assist in creating your financial plan. Please note: If you launch the client and you already have the investment assets listed in the plan either entered manually or pulled from another integration, they will be duplicated. Once you go through this process once, it will dynamically update information in both platforms periodically throughout the day. ![]() If you would like to see the MGP instances within the Client Portal, Insight app or Report Builder sub-reports, you will need to match each household individually. (Office Manager and Assistant licenses do not integrate)Īfter the first time, it will associate you with your Rep ID in Orion and not prompt you for MGP login info again. If this is the first time you are linking a client to MGP, you will be prompted to sign into MoneyGuidePro with your MGP advisor license credentials. Each Orion account must be linked individually. If no MGP client is found, you can manually find and link it, or create a new one. This will send all active accounts with a value within the household to link them to the client's MoneyGuidePro plan(s) and give you the choice of which accounts to link. (If you choose Portfolio Audit, you will need to click on a client household record for the "Links" drop-down button to appear in the top right corner, and from the drop-down, select MoneyGuidePro.) You have the option to initiate the launch in either the Household Overview app or Portfolio Audit app. To launch the MGP integration, start in Orion Connect. Follow the steps below to link your households up to MGP. The course provides visual instructions and guidance invaluable to the setup.Īfter going through this course if you have additional questions, let us know. ![]() This guide introduces you to FinaMetrica's risk tolerance questionnaire and report, and explains one methodology for integrating risk tolerance into your planning process.We strongly recommend going through the 15-minute Ascent course, “MoneyGuidePro Integration Checkpoint” under the Integrations Trail so you can learn how to utilize all the features this integration has to offer in Orion. Please select MoneyGuidePro under Alliance when subscribing. We offer a 10% discount off our standard subscription price for MoneyGuidePro users. For all the powerful planning tools you'd expect, plus a Social Security maximizer, easy technology integration and exclusive account aggregation, use MoneyGuidePro. ![]() Because MGP is smart, easy-to-use and adaptable, you can now provide a profitable planning experience for every client. Each products score is calculated with real-time data from verified user reviews, to help you make the best choice between these two options, and decide which one is best for your business needs. By contrast, eMoney rates 4.4/5 stars with 26 reviews. MGP's unique ability to make sophisticated, goal-based planning fast and easy makes for a more profitable experience for clients and advisors. MoneyGuidePro rates 4.0/5 stars with 23 reviews. Our collaborative online approach motivates clients to become involved, engaged, then invested. The MoneyGuide suite of web-based Financial Planning and Retirement Planning Software products create fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. That’s because we make planning all about the client. MoneyGuidePro is the financial planning software of choice for seven years running, according to Financial Planning's RIA survey. ![]()
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