MoneyGuidePro (MGP)
Set-Up Instructions:
We strongly recommend going through the 15-minute Ascent course, “MoneyGuidePro Integration Checkpoint” under the Integrations Trail so you can learn how to utilize all the features this integration has to offer in Orion. The course provides visual instructions and guidance invaluable to the setup.
After going through this course if you have additional questions, let us know. Follow the steps below to link your households up to MGP.
How to link Orion portfolios to MGP:
To launch the MGP integration, start in Orion Connect. You have the option to initiate the launch in either the Household Overview app or Portfolio Audit app.
(If you choose Portfolio Audit, you will need to click on a client household record for the "Links" drop-down button to appear in the top right corner, and from the drop-down, select MoneyGuidePro.)
This will send all active accounts with a value within the household to link them to the client's MoneyGuidePro plan(s) and give you the choice of which accounts to link. If no MGP client is found, you can manually find and link it, or create a new one. Each Orion account must be linked individually.
If this is the first time you are linking a client to MGP, you will be prompted to sign into MoneyGuidePro with your MGP advisor license credentials.
(Office Manager and Assistant licenses do not integrate)
After the first time, it will associate you with your Rep ID in Orion and not prompt you for MGP login info again. If you would like to see the MGP instances within the Client Portal, Insight app or Report Builder sub-reports, you will need to match each household individually. Once you go through this process once, it will dynamically update information in both platforms periodically throughout the day.
Please note: If you launch the client and you already have the investment assets listed in the plan either entered manually or pulled from another integration, they will be duplicated. If you choose not to map any accounts from Orion to MGP (send Orion data to MGP), you will still be able to pull plan information from MGP into the Client Portal, Insights App, and sub-reports in Orion.