MoneyGuidePro sent out the below information to their users yesterday regarding their integration with Redtail, and we wanted to make.
Comprehensive Financial Planning by MoneyGuidePro paired with Proactive Portfolio Monitoring and Client Reporting by Blueleaf MoneyGuidePro MoneyGui.
Redtail Integration Guide. Page 1 of 5. Integrating Redtail with MoneyGuidePro. Step 1: Login to Redtail, select “Manage Your Account” and then “Change Site.
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After entering in your MGP credentials, you will be prompted with two options:. Find out which firms offer the highest payouts, have the most reps in the field and generate the most revenue - or create your own custom rankings. Client First Name Client Last Name Client Date of Birth Client Marital Status Spouse First Name Spouse Last Name Spouse Date of Birth Children's First Names, Last Names and Dates of Birth Held data linked in Redtail from any of our aggregation integration partners Account data for entire household: Account Type Account Description Every Postition - Ticker, Name and Balance Money Guide Pro Training Site If you are looking for more Financial Planning Tools, click here! Fidelity Wealth Technologies president Michael Durbin has stepped in as interim CEO. From the available options in this menu, choose MoneyGuidePro.