MoneyGuidePro Integration

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:

  1. Navigate to Settings > Firm Profile > Firm Preferences if you are not already there.
  2. Click Edit.
  3. Select the checkbox on the MoneyGuidePro Setup line.
  4. Click Setup on the MoneyGuidePro Setup line.
  5. Enter your MoneyGuidePro Institution ID and click Lookup Virtual Directory (Contact MoneyGuidePro if you are unsure of your Institution ID).
  6. Click Ok.
  7. Click Save 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 Tools > Send to MoneyGuidePro.
  • From the Record Workspace, select a Record and click Tools > Send to MoneyGuidePro.

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 Continue.

Click the Profile tab in MoneyGuidePro to view data exported from AE CRM.

AE CRM to MoneyGuidePro Field Mapping

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