Wealth Access Integrates with MoneyGuidePro®

Share Article

Combination of financial planning and personal financial management platforms will enable advisors to provide a complete view of clients’ total financial situation and planning analyses

By having a complete view of their clients’ finances, advisors can provide better advice with better information about a clients’ entire balance sheet.

Wealth Access, an innovative high net worth personal financial management platform announces a technology integration with MoneyGuidePro®, the industry’s leading financial planning software, to streamline the process for advisors to communicate clients’ finances and provide sophisticated financial plans.

“Advisors have multiple systems, generating multiple reports and analytics with different information,” said David Benskin, CEO and Founder of Wealth Access. “To solve this problem, advisors need a simple front-end tool to better communicate with their clients in a way they can understand. Additionally, by having a complete view of their clients’ finances, they can provide better advice with better information about a clients’ entire balance sheet. The Wealth Access client and advisor portal provides that current view.”

As part of the integration, clients’ assets and liabilities, down to the individual position, are automatically pushed into MoneyGuidePro from Wealth Access enabling advisors to construct a more complete financial plan. No longer do advisors have to manually enter held away assets and liabilities – a process that’s time consuming and error prone.

“We frequently hear from advisors that they need to provide a financial plan that includes all of the clients’ assets and liabilities,” said Bob Curtis, CEO of MoneyGuidePro. “Unfortunately, assets such as hedge funds, private equity, real estate or other alternatives are often held away and require manual processes. Now, with the Wealth Access integration, those positions are automatically updated into MoneyGuidePro, simplifying the process of developing more complete financial plans.”

Wealth Access provides an integrated technology platform that many industry experts are calling, “A high net worth Mint.com for advisors.” Through its easy to understand interface, advanced portal capabilities, including managing over 20,000 data feeds from virtually every financial institution, Wealth Access provides an innovative and user-friendly way for advisors to provide their clients with a holistic view of all of their assets and liabilities in one mobile-optimized place. Wealth Access’s mobile platform particularly appeals to clients as they are able to see their entire financial situation on their mobile device, enabling them real-time access to answer questions on the go.

MoneyGuidePro is the most used financial planning software in the industry for the past seven years, according to Financial Planning Magazine’s annual technology survey. Due to its ability to make sophisticated, goal-based planning fast and easy, more advisors select MoneyGuidePro than any other financial planning software.

Benskin added, “Wealth Access is also an outsourcing partner for advisors and is able to not only use technology to enhance data, but also to save advisors time by working directly with clients to set up their holdings and input their positions, which automatically flow into MoneyGuidePro. That combination will be a key differentiator going forward.”

About MoneyGuidePro®
MoneyGuidePro, innovated by PIEtech, Inc., is the industry’s leading financial planning software. MoneyGuidePro makes powerful, profitable planning easy, allowing financial advisors to help more clients achieve their financial goals. MoneyGuidePro provides college, retirement, estate and Social Security planning, investment and insurance needs analysis, technology integration and account aggregation. For more information on MoneyGuidePro visit, http://www.moneyguidepro.com.

For media inquiries, please contact Eddie Williams, Director of Marketing, 804-744-9876.

About Wealth Access
Wealth Access is a fintech firm that provides reporting solutions for the UHNW/HNW advisor and investor community. Its proprietary and diagnostic software platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by UHWN/HNW individuals. Wealth Access is a mobile technology solution to the complicated financial matter of the UHWN/HNW. For more information, visit http://www.wealthaccess.com.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Timothy Welsh

415-847-4874
Email >
Visit website