Contents

Introduction Before you start MoneyGuide Net Worth page

 

Introduction

Each page in the MoneyGuide Dashboard provides access to tools and information that help you monitor progress, review financial data, and stay aligned with your planning goals.

Before you start

You must have the MoneyGuide integration enabled and set up for your firm. For more information, see Initial Set Up for the MoneyGuide Integration.

MoneyGuide Net Worth page

For firms that use the MoneyGuide integration, you can view View a consolidated summary of a client's assets, liabilities, and net worth over time.

To access the Goals page, select the Net Worth tab from the MoneyGuide dashboard.