Introduction to the MoneyGuide Integration

Get a high-level overview of the benefits of the MoneyGuide integration.

Data Fields Synced Between Tamarac and MoneyGuide

Learn what client and Household data sync between MoneyGuide and Tamarac.

Workflow: Set Up the MoneyGuide Integration

Learn how to get up and running with the MoneyGuide integration.

Initial Set Up for the MoneyGuide Integration

Learn the steps for initially setting up the link between Tamarac and MoneyGuide.

Export and Import MoneyGuide Data

Learn the steps to export and import data between Tamarac and MoneyGuide, how frequently the integration automatically updates, what fields you can map, and more.

Open MoneyGuide Plans From Tamarac

Learn how to use single sign-on to access a MoneyGuide plan directly from Tamarac.

Use MoneyGuide Data in Tamarac

Learn where you can see MoneyGuide probability of success and plan data throughout Tamarac.

Use Tamarac Data in MoneyGuide

Learn where Tamarac data appears in MoneyGuide.

Set Client Status for MoneyGuide Linked Clients

Learn how to set a Tamarac client so it will be recognized in MoneyGuide as the correct client type.

Link Tamarac Households and MoneyGuide Plans

Understand the nuances to initially linking the Tamarac Household with a MoneyGuide Financial Goal Plan.

Set MoneyGuide User Permissions

Learn the steps for setting up user permissions in Tamarac for the MoneyGuide integration.

Single Sign-On to MoneyGuide Play Zone from the Tamarac Client Portal

Learn how to set up direct access for your clients from the Tamarac client portal to the MoneyGuide Play Zone.

Access the FIDx Insurance Exchange from Tamarac Reporting

Learn how to access the FIDx Insurance Exchange from Tamarac Reporting.

See MoneyGuide Financial Plan Reports in the Document Vault

Learn how to see and manage MoneyGuide financial plan report PDFs in the Tamarac document vault.