Asset-Map + MoneyGuidePro: The Conversation Before the Projection
MoneyGuidePro builds the plan. Asset-Map builds the understanding that makes clients ready for it. When advisors use both, clients engage more deeply, decisions come faster, and the plan actually gets followed.
2.5M+
Humans mapped
$3.4T
Financial instruments mapped
15 Mins
Average client onboarding time
20 Countries
Across USA CAN ZA UK
Projections Land Better When Clients See the Household First
MoneyGuidePro is a goals-based planning platform that does what cash-flow software should: it models retirement, projects income, and helps advisors build precise, scenario-driven plans. Advisors who rely on MoneyGuidePro know the engine is strong.
Here is what even the best cash-flow engine cannot do on its own: it cannot make a client who does not understand their financial life ready to engage with the plan you built for it.
Clients who see their household on one page in the first ten minutes of a meeting ask better questions in the next forty. They engage with scenarios more honestly. They make decisions faster because they started from a place of clarity, not confusion.
That is what Asset-Map does. It is not the projection. It is the foundation that makes the projection land.
Your planning tool does the analysis. Asset-Map runs the client conversation. That is not redundancy. That is a complete planning experience.
How Asset-Map and MoneyGuidePro Work Together
The MoneyGuidePro integration syncs client account information directly into Asset-Map. Investment assets, income sources, liabilities, insurance, and Social Security benefits all transfer with a single click from within MoneyGuidePro. The Asset-Map household populates immediately, giving advisors a visual starting point for any client meeting.
From there, Target-Maps, Stencils, Signals, and Beneficiary Visualization are all available on top of the imported data, so the conversation deepens as quickly as the client is ready for it.
The Advisor Workflow
- Pull MoneyGuidePro data into Asset-Map in a single click. Investment accounts, income, liabilities, insurance, and Social Security populate the household immediately, giving you a complete visual to open with.
- Start the meeting with the household on one page. Both spouses see their full financial life before any projection runs, and the conversation begins from clarity instead of confusion.
- Apply the Integrations Stencil to surface what account data alone misses: held-away assets and the planning gaps MoneyGuidePro data does not capture.
- Use Asset-Map to run the meeting: Signals for risk, Target-Maps for goal funding, Drafts for modeling proposed changes in real time.
- Move into MoneyGuidePro when the conversation calls for scenario precision.
What Advisors Gain
- Client understanding before the projection conversation begins
- A visual layer that surfaces planning gaps MoneyGuidePro data does not show on its own
- Faster initial discovery, which makes every subsequent planning session more focused
- Both spouses engaged because they both saw the household picture before the scenario modeling started
- A consistent client experience across prospecting, onboarding, annual reviews, and complex planning conversations
- More confident client decision-making because clarity preceded complexity
Why Both Tools
MoneyGuidePro does the analytical work that requires precision. Asset-Map runs the meeting where that precision gets translated into decisions a client will actually follow through on. These are not competing functions. They are consecutive ones.
The advisor who uses both does not choose between depth and clarity. They deliver both.
When Clients Understand, They Act
A Developing Field Force Survey in a Fortune 150 wealth management firm found that over seven years advisors using Asset-Map averaged a 42% compensation lift over non-users. Additionally, a wealth management firm pilot program saw life insurance applications more than double after using Asset-Map in the first 2 months.
These results exist because client understanding drives client action. Advisors who give clients a picture they can see close more business, serve more households, and build deeper relationships. MoneyGuidePro gives you the plan to build. Asset-Map gives you the conversation to build it in.
Frequently Asked Questions: Asset-Map and MoneyGuidePro
No. MoneyGuidePro is a goals-based cash-flow planning platform. Asset-Map is a visual conversation layer. MoneyGuidePro handles the projection and scenario precision. Asset-Map handles the client-facing conversation that makes the plan accessible. Most advisors who use both describe them as consecutive tools: Asset-Map runs the meeting, MoneyGuidePro runs the model.
The integration is managed from within MoneyGuidePro. Advisors enable Asset-Map under Partner Options, authorize their Asset-Map account once, and then send client data to Asset-Map with a single click from within the client’s plan. The integration syncs investment assets, liabilities, income, Social Security benefits, and insurance policies. Advisors create the Asset-Map household first, then link it from the MoneyGuidePro Manage Integrations page.
The integration exports client and co-client demographic information, employment income, other income, Social Security benefits, retirement income, real estate listed as a home in MoneyGuidePro, investment assets, liabilities, and insurance policies.
From the client’s financial plan in MoneyGuidePro, select Options then Send to Asset-Map again. This re-syncs updated account values into the Asset-Map household.
Yes. Many advisors run Jump or Contio for meeting intelligence, Asset-Map as the visual conversation layer, and MoneyGuidePro for deep planning analysis. Each tool occupies a distinct role in the practice.
MoneyGuidePro Built the Plan. Asset-Map Builds the Conversation.
See how Asset-Map works with the tools your practice already runs.