Contents

Introduction Before you start MoneyGuide Plan Summary 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 Plan Summary page

For firms that use the MoneyGuide integration, you can see key plan metrics in one place, including probability of success, funded status, and major goal coverage.

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