Short answer
A MoneyGuidePro integration connects financial planning in MoneyGuide with Salesforce Financial Services Cloud, sharing client and household details and giving advisors one-click access to plans from the CRM.
How the MoneyGuidePro integration works
MoneyGuidePro (MoneyGuide) is a widely used goals-based planning tool. Integrating it with FSC reduces double entry of client details, links plans to households and can support single sign-on from the household record. Vantage Point has delivered MoneyGuidePro integration work for RIAs as part of FSC programs.
What syncs
- Client and household details
- Plan status and key dates
- Single sign-on from the household
See the architecture diagram ↓
Integration options
- MoneyGuide CRM integration options
- SSO links from FSC households
- Middleware for custom syncs
What to plan for
- Which system owns client details
- Household mapping
- Licensing for integration features
Frequently asked questions
Can advisors open a plan from Salesforce?
Yes. A link or SSO action on the household can open the client's plan.
Will client data be entered twice?
Not if the integration defines which system owns each field.