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Practice Mergers and Acquisitions

Third Time’s the Charm for MoneyGuidePro, Wealth Access

The latest integration between MoneyGuidePro and WealthAccess includes a single sign-on.

MoneyGuidePro announced the completion of its third integration with personal financial management and account aggregation platform Wealth Access, providing users of the portal with a more comprehensive financial planning toolset.

Improvements include a single sign-on into MoneyGuidePro from the Wealth Access portal, where users will be able to sync financial data from Wealth Access into MoneyGuidePro or send their financial plan into the Wealth Access vault. Clients will also be able to see the impact of potential changes in their financial plans through the linking of the MoneyGuidePro Confidence and Monte Carlo Meter. 

“By integrating our two portals ... we can keep clients focused on the long-term financial plan and hopefully, prevent them from making short-term, irrational investment decisions,” said Kevin Hughes, EVP and head of sales at PIEtech, the software company behind MoneyGuidePro. Hughes said the two-way integration would allow both companies to excel in their business lanes.

Clients have come to expect seamless digital experiences. “Enhancing client engagement through digital experiences is critical in the financial services industry,” said Bill Martin, CIO at INTRUST Bank, which uses Wealth Access. Martin noted how important it is for clients to be able to view their financial plans in one place.

MoneyGuidePro spokesperson Jessica Torchia said the company hasn’t ruled out future integrations if opportunities arise.

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