![]() ![]() 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.Select the Link to My Plan in MoneyGuide link. Log into Practifi first and locate a Practifi Client which should be set up in MoneyGuide.These steps will need to be completed once. The integration requires two logins to set up the user's connection between MoneyGuide and Practifi. Creation and review of Financial Plans are performed solely within MoneyGuide. By design, Practifi is intended to be the source of truth for Client and Member detail information. Updates in MoneyGuide to Client and Members are not synched back. Updates made in Practifi to Client and Member details are synched back to MoneyGuide. If the Client and its Members do not yet exist in MoneyGuide, the record is created immediately in MoneyGuide. Our integration with MoneyGuide allows advisors to open a corresponding Client record in MoneyGuide. Linking the Practifi Client to MoneyGuide.Please note: This functionality will not be available in your organization if the integration has not been enabled. This article outlines the enrollment in the integration and using the integration. MoneyGuidePro ® is for public use with a financial advisor.Our integration with MoneyGuide enables advisors to view Client records from MoneyGuide. Nothing contained in this article is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The services and materials described herein are provided on an ‘as is’ and ‘as available’ basis, with all faults. Sound interesting? Contact Us to learn about how financial planning with MoneyGuidePro can help you in retirement. Using MoneyGuidePro, we’ll work with you to create a plan to make the most of your money – now and in retirement. Retirement planning can help clients identify and achieve their retirement goals, and it doesn’t have to be difficult. MoneyGuidePro helps address common fears and concerns such as health care costs, outliving your money and determining the best time to file for Social Security benefits. It’s easy to use and allows you to make changes to your plan and immediately see the impact. MoneyGuidePro is designed to help TCV profes sionals focus on your retirement goals to create a customized plan. Using MoneyGuidePro, together we explore expanding your “wish list” to include other goals like college or private schools for grandchildren, private care, gifts or donations and major purchases. When considering retirement financial assets, it’s easy to only include resources for the most common items like basic living expenses, health care, car, travel and fun money. It’s important to also consider what you want to do with your money and why, including identifying your concerns, expectations and goals. Retirement planning should not be limited to assets, investments and net worth. TCV offers MoneyGuidePro ®, an industry-leading financial planning software platform that helps clients identify all their unique goals, including their NEEDS, WANTS, and even their WISHES. For a truly satisfying retirement lifestyle you would also include sufficient money to pay for other purchases and activities that go beyond your basic needs. Introducing MoneyGuidePro® A Powerful Tool To Help Clients Plan For Retirementįor a comfortable retirement you should be able to pay your basic living expenses without worrying about running out of money. ![]()
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