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February 10, 2014updated 04 Apr 2017 2:31pm

AdvisoryWorld announces integration with MoneyGuidePro

AdvisoryWorld has announced the integration of their SCANalytics software with MoneyGuidePro's financial planning software.

By Verdict Staff

AdvisoryWorld has announced the integration of their SCANalytics software with MoneyGuidePro’s financial planning software.

Michael Wilson, COO, AdvisoryWorld, said: "We are very pleased to announce this integration. AdvisoryWorld has always held a core belief that Financial Planning and Investment Planning are mutually inclusive pillars of financial advice. By linking our respective offerings, MoneyGuidePro and AdvisoryWorld immediately add efficiency to the day-to-day workflows of hundreds of common clients."

With the integration, AdvisoryWorld provides users of MoneyGuidePro’s financial planning software with contextual single sign-on to SCANalytics as well as reports on demand, enabling them to:

  • Generate the AdvisoryWorld HoldingScan Report for Households or Accounts and Fact Sheets for Investments
  • Determine whether investment portfolios are hypothetically suitable for given financial plans
  • Share Household or Account Holdings
  • Utilize AdvisoryWorld’s modeling capabilities including efficient frontier optimization in order to construct suggested asset allocations
  • Seamlessly access AdvisoryWorld’s investment screening functionality used to find best in asset class Mutual Fund, ETF, Annuity, Stock and SMA vehicles.

AdvisoryWorld and MoneyGuidePro share a common belief that every investor needs and deserves a high quality financial plan. Their integrated workflows make it easy for advisors to ensure such a personalized planning experience for each client.

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