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."

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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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