MoneyGuidePro (MGP) is a goals-based financial planning application. It allows client users to input data such as retirement age and life expectancy to forecast the probability of attaining financial goals. The tool gives investors and advisors the ability to adjust input data to see how it affects financial outcomes. In addition, MoneyGuidePro also provides analytics, reporting, balance sheets, and a client portal.
MoneyGuidePro Access from Salesforce
For ease of access, there is a Single Sign-On available for MoneyGuidePro. You don't have to leave your place in Elements to access MoneyGuidePro information. No need to search for a website to log in. Just click a button and a new tab will open with the MoneyGuidePro website login.
Note: Your MoneyGuidePro data stays secure! This authentication is handled at the user level based on CRM and MoneyGuidePro licensing. This button can be added to the Relationship page layout in Elements.
The 'Go to MoneyGuidePro' option is a contextual Single Sign-On. MoneyGuidePro is expecting a known/valid HouseholdID to be passed in so that it can land, contextually, on the right household.
- If the household is known to MoneyGuidePro, the user is redirected to the dashboard for the household, and no new data is passed in and the plan is not updated. This option was added so that advisors could work on a financial plan for a customer without the variable data constantly changing.
- If the HouseholdID being passed does not already exist in MoneyGuidePro, it errors (that's their error page, not ours) because it can't contextually land on that household's page.