With the click of a button, send a MoneyGuidePro plan to Asset-Map. Improve meeting engagement and speed up the household creation process by linking the two platforms.
Already an Asset-Map User? Click here to set up Integration.
View the most up to date account values on Asset-Map by linking to leading custodians via MoneyGuidePro's interface. Easily sync and update accounts each time you meet with a client.
Quickly and Easily jump between platforms. Log in once and gain access to both connected systems via SSO authentication.
A Subscription to MoneyGuidePro
A Subscription to Asset-Map
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MoneyGuidePro integrates with planning software Asset-Map
Asset-Map and PIEtech Complete Strategic Integration