Contents

Introduction Before you start MoneyGuide Asset Allocation 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 Asset Allocation page

For firms that use the MoneyGuide integration, you can review interactive views of current and target allocations, including variances across asset classes based on MoneyGuide data.

To access the Goals page, select the Asset Allocation tab from the MoneyGuide dashboard.