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.