Bridge pushes reconciled custodial data, including account values and positions, directly into MoneyGuide.
MoneyGuide is a premier financial planning platform for advisors, providing goals-based financial planning applications.
How does it work?
Advisors using Atlas and MoneyGuide will now be able to view updated custodial account information—down to the position level—in MoneyGuide.
How does it benefit advisors?
- See a client’s overall financial picture and offer data-driven insights to spark deeper and more meaningful conversations on how to achieve financial wellness.
- Gain visibility and proactive insights into client account activities.
- Eliminate the time and risks associated with duplicate data entry and manual data management.
Learn More About This Integration
Read the official MoneyGuide + Bridge press release.
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