![]() ![]() “As firms and advisors continue to build out fee for planning services, charging for the valuable advice that’s naturally part of the holistic planning process, the AdvicePay integration is another step in making the billing process more seamless for clients and advisors.”Ĭlick here learn more about this innovative and time-savings integration. For ease of recognition, use the same name for the Portfolio as the model that you created in Nitrogen. Enter a name to use for the Portfolio, and the asset allocations to use. “We are delighted to expand our integration efforts to include an industry leader like AdvicePay” said Joe Miller, Envestnet | MoneyGuide COO. Start by adding a new Portfolio Set in Envestnet MoneyGuide ( User Options > Create Portfolios ), then use Add Portfolio to create a new portfolio. Through this single-sign-on integration, advisors will be able to directly implement billing through AdvicePay while working in MoneyGuide, saving advisors valuable time. As the industry continues to move towards alternative fee arrangements outside or alongside AUM billing methods, AdvicePay provides a customized, compliant payments platform to enable fee-for-service billing arrangements such as subscription models, retainers, and one-time fees. MoneyGuide is the industry’s leading financial planning software platform, providing fast, easy and scalable solutions through its innovative configurations, including MoneyGuideOne, MoneyGuidePro®, MoneyGuideElite and MyBlocks. “This recent integration with MoneyGuide will provide needed efficiencies and time savings for advisors, enabling them to speed up the revenue collection process while engaged with the client in a financial planning relationship.” “As part of our commitment to making advisors’ lives easier and more profitable, we are continuing to expand our technology integrations and partnerships with industry-leading technology platforms,” said Alan Moore, AdvicePay co-founder and CEO. Through an innovative single-sign-on integration, advisors using MoneyGuide will be able to access AdvicePay directly to initiate the billing process for financial planning work they have completed, are in process with, or are just beginning the client relationship. The “Long Data Gathering” is a questionnaire that is customize to meet your needs to provide a framework for gathering the minimum amount of data necessary to generate a short-term and long-term prospective retirement plan.Fee-for-service payments platform now integrated directly into industry-leading financial planning software systemĪdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced today a technology integration with the industry’s most widely used financial planning software provider, Envestnet | MoneyGuide.The “Retirement Lifestyle Workbook,” is a brochure-style data gathering form that can be used to guide an important discussion on retirement planning. ![]() ![]() MoneyGuidePro™ provides retirement and college planning, asset allocation, insurance needs analysis and estate planning. MoneyGuidePro™ is the flagship product of PIEtech, Inc., a web-based financial planning software program that helps Victory Wealth Partners create, implement and maintain investment strategies that will best meet the lifetime financial goals of our clients. MoneyGuide Pro is one of our services that allows us to make an initial evaluation of your financial history and outlook. On the desired plan, go to the What If Worksheet 2. At Hancock Partners, we combine decades of professional experience with top financial planning software, allowing us to provide our clients with dynamic guidance that fits a variety of goals. Victory Wealth Partners utilizes a variety of industry financial tools and resources, including MoneyGuidePro™, a state-of-the-art, financial analysis and projection software program to provide the highest quality retirement planning services to our clients. How to Extract Cash Flow Data from MoneyGuidePro for Asset Dedication Proposals 1. ![]()
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