MoneyGuidePro (MGP)
https://www.moneyguidepro.com/
Financial Planning
Envestnet MoneyGuidePro (MGP) is dedicated to making goal-based financial planning efficient and approachable. MGP provides easy-to-use financial planning tools that help advisors of all sizes customize their planning services to meet the unique needs of their clients.
Data into Capitect
None
Data from Capitect
- All client accounts
- Daily balances
- Daily positions
Instructions
Membership Benefits
