Asset-Map makes communicating with your clients productive and more impactful.
If you subscribe to MoneyGuidePro (MGP), this integration will allow you to seamlessly synchronize client account information directly from MGP to the Asset-Map Platform. Syncing the two together will give you the ability to generate Asset-Map reports for your clients and prospects to use in your client meetings.
Don't see Asset-Map as an option in MGP? Ask your Broker Dealer to enable it.
In this article
- How to set up the integration
- How to generate an Asset-Map through MoneyGuidePro
- Managing the Integration (Sync, Disconnect, Reconnect)
- Current Limitations
Setting up the Integration
Syncing the two platforms will be entirely managed through your MoneyGuidePro account. Follow these steps to get started:
- Sign into your MoneyGuidePro account and click the "User Options" button.
2. Click "Partner Options" in the drop down menu, then Scroll down to "Allow Asset-Map" and select "Yes".
3. Go back to the main menu, select "Start Planning" and go into a new or existing client's plan. From there you select "Options" in the top right corner of the screen and click "Request Asset-Map Authorization".
4. A new window will appear asking you to sign into your Asset-Map account. Type in your login information and click "Authorize".
Note - You will only be asked to complete this authorization once.
Generating an Asset-Map through MoneyGuidePro
- Once you have successfully authorized the integration and you are ready to start creating Asset-Maps for your clients, go to "Manage Integrations" on the bottom of the clients "My Plans" page.
2. Click the Asset-Map Icon, search the client's name, select the correct household from the list, then click "Add".
Note - Ensure the household member exists in Asset-Map in order for the integration to be successful.
3. Once the households are linked, go into the clients financial plan, click "Options", select "Send to Asset-Map", and a new page will pop up allowing you to view the clients household within the Asset-Map Platform.
4. Voilà! - from here you will be able to customize, apply stencils, create target-maps, and run client reports.
Managing the Integration (Sync, Disconnect, Reconnect)
How to update account values and re-syncing the integration
Repeat Step #3 above from the "Generating an Asset-Map through MoneyGuidePro" section above.
Disconnecting a client from Asset-Map
Repeat Step #1 from the "Generating an Asset-Map through MoneyGuidePro" section above.
After you click the "Asset-Map" integration button and it brings you to the follow screen, select the delete button.
Reconnecting a client with Asset-Map
Simply repeat Steps 1 & 2 from the "Generating an Asset-Map through MoneyGuidePro" section above.
In the event that household members in Asset-Map get duplicated, make sure to delete the extra members and change the Role of the new members to "Primary" and "Spouse".
This integration is currently in Phase 1 of the development process. Phase 1 includes the clients:
- Current Income
Additional items such as Insurance, Future Income Sources, and Liabilities will be coming soon.
Note: You may need to seek approval from your Broker Dealer for the MoneyGuidePro integration to be turned on.
Tags: financials, contacts, CRM, link, connect, Money Guide Pro, MGP, moneyguide, moneyguide pro