Back	Home > Tamarac Reporting > Integrations > Financial Planning > MoneyGuide Integration > Data Fields Synced Between Tamarac and MoneyGuide

Data Fields Synced Between Tamarac and MoneyGuide

Tamarac Household Fields

Tamarac Client Fields

Introduction

This page provides information on which Tamarac account, Household, and client data points sync with MoneyGuide. For more information on the MoneyGuide integration, see Introduction to the MoneyGuide Integration.

For more information about syncing data between Tamarac and MoneyGuide, see Export and Import MoneyGuide Data.

Tamarac Data Exported to MoneyGuide

When you export from Tamarac, the following data pass from Tamarac to MoneyGuide:

Data	Notes
Primary advisor of the Household, as listed on the Service Team	Primary advisor is used to link the Tamarac Household and MoneyGuide plan. The Household must have a service team with primary advisor assigned in Tamarac Reporting to integrate with MoneyGuide. Initial Export Set Up When you perform the initial export from Tamarac Reporting to MoneyGuide, you will be asked to enter the MoneyGuide credentials for the primary advisor. The primary advisor in MoneyGuide must match the primary advisor in Tamarac Reporting. For more information, see Link Tamarac Households and MoneyGuide Plans and Initial Set Up for the MoneyGuide Integration. Multiple Primary Advisors If there are two primary advisors assigned in the service team, the first one alphabetically will be mapped. For example, if both John Smith and Jane Doe are assigned as primary advisors for a Household, then Jane Doe will be mapped as the primary advisor for the integration.
Client name and information	Client name, date of birth, email, and more are exported from Tamarac to MoneyGuide. For more details on which fields are synced and where in Tamarac the data come from, see Tamarac Client Fields.
Financial account holdings information	Specific account holdings such as MSFT, ABT, or GOOG are exported from Tamarac to MoneyGuide. Categories Category assignments from Tamarac Reporting are not available currently in MoneyGuide. Instead, categories in MoneyGuide are populated using Morningstar categories. Securities that do not match a Morningstar category are defined as Unassigned in MoneyGuide by default.
Account-level cost basis as of last market close	Cost basis is based on the cost basis reported in the Holdings report and is updated in MoneyGuide when you export from Tamarac.
Assets and liabilities	Manual and linked assets and liabilities are exported from Tamarac into MoneyGuide.

Tamarac Household Fields

The following records are available in the Household record on the Clients panel. The Client Status setting on the Clients panel in Tamarac determines which MoneyGuide data point the client is mapped to. For more information on setting up client status, see Set Client Status for MoneyGuide Linked Clients.

Client Status Setting	Sent by Tamarac?	MoneyGuide Data Point
Primary	Yes	Client
Secondary	Yes	Co-Client
Child Date of Birth is required for the record to be sent to MoneyGuide. If Date of Birth is not completed, the record will not be sent to MoneyGuide.	Yes	Child
Grandchild Date of Birth is required for the record to be sent to MoneyGuide. If Date of Birth is not completed, the record will not be sent to MoneyGuide.	Yes	Grandchild
Trust	Yes	Trust
To create an Other Dependent in MoneyGuide: In Tamarac, in the Household record on the Clients panel, set the Client Status to Other Beneficiary. When the record is imported to MoneyGuide, convert it to Other Dependent.	No (Can be sent as Other Beneficiary and converted)	Other Dependent
To create a Charity in MoneyGuide: In Tamarac, in the Household record on the Clients panel, set the Client Status to Other Beneficiary. When the record is imported to MoneyGuide, convert it to Charity.	No (Can be sent as Other Beneficiary and converted)	Charity
To create a Trusted Contact in MoneyGuide: In Tamarac, in the Household record on the Clients panel, set the Client Status to Other Beneficiary. When the record is imported to MoneyGuide, convert it to Trusted Contact.	No (Can be sent as Other Beneficiary and converted)	Trusted Contact
Other Beneficiary	Yes	Other Beneficiary

Tamarac Client Fields

The following records are available in the client record on the Client Profile panel. Each Tamarac client profile field maps to a MoneyGuide data point.

Client Profile Field	Sent by Tamarac?	MoneyGuide Data Point
First Name	Yes	First Name
Middle Name/Initial	Yes	Middle Name
Last Name	Yes	Last Name
None	No	Gender
Date of Birth	Yes	Date of Birth
None	No	Marital Status
Email Address	Yes	Email Address
None	No	Account Number
None	No	Restricted
None	No	Client Status
None	No	Note

Contents

Introduction

Tamarac Data Exported to MoneyGuide

Tamarac Household Fields

Tamarac Client Fields