Schwab advisor clients to gain real-time information sharing and
client data analysis
“MoneyGuidePro is honored to be part of Schwab’s OpenView Gateway and Schwab OpenView Integrated Office platforms,” said
The integration enables advisors and their staff to link client profile and client account information, such as balances and positions, back to MoneyGuidePro’s financial planning software system, which will help advisors save time on data entry, maintain current information and prevent user error. The integration provides seamless functionality to advisors and helps them deliver greater value to clients and present more sophisticated, yet easy to understand financial plans that illustrate clients’ near and long-term goals.
“With deeper integration between Schwab systems and financial planning solutions like MoneyGuidePro, we are making it easier for advisors that custody with Schwab to deliver comprehensive wealth management services to their clients,” said
With a core focus on goal-based planning, MoneyGuidePro helps advisors actively engage with clients and puts clients’ needs, wants and wishes at the forefront of the financial planning process. By integrating with Schwab OpenView Gateway, MoneyGuidePro now enables advisors to pull Schwab-based client data seamlessly into the illustrative planning software, giving clients a more precise and realistic snapshot of their assets and future investment scenarios.
MoneyGuidePro, the flagship product of
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