Review Detail
Overall rating
3.4
Breadth Of Data Aggregated
4.0
Advisor Dashboard
4.0
Client Dashboard
4.0
Overall Data Quality
4.0
Investment Data Quality
4.0
Bank Account And Other Asset Data Quality
4.0
Insurance Policy Data Quality
3.0
Credit Card Data Quality
4.0
Other Liabilities Data Quality
3.0
Portfolio Accounting Integration
2.0
Financial Planning Integration
5.0
CRM Integration
3.0
Data Scrubbing
3.0
Security
3.0
Training
2.0
Support
3.0
Pricing
2.0
Works well inside Money Guide Pro
We have used for about a year and have had few problems. When we do have problems we interface with Money Guide Pro. They keep adding links to new institutions. We had one client using Think or Swim before it was bought out. They worked with him to get the integration working.
User Review
The Good
Great integration with Money Guide Pro. Clients like to see all of their data in one snapshot.
The Bad
Not always easy to find the integration site you are looking for. Sometimes he links stop working and need password updated.
The Bottom Line
It makes updating financial plans easier.
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