Contents

Introduction Before you start MoneyGuide Goals 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 Goals page

For firms that use the MoneyGuide integration, you can view a client’s financial planning goals in Tamarac Reporting on the Goals page. The page shows goal data in real time, including funding status, amounts, time horizons, and priority. Tamarac Reporting also shows clear messages when goal data is unavailable, such as when a household has no plan with goals; an account is not part of a household, or goal data is missing, incomplete, or unavailable.

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