Introduction to the MoneyGuide dashboard

The MoneyGuide Dashboard brings key financial planning data directly into Tamarac, helping you view and manage client plans without switching between applications. Use the dashboard to review net worth, asset allocation, probability of success, funded status, and other plan insights, as well as launch MoneyGuide when you need to make updates or continue planning activities.

This page provides details on how to view the MoneyGuide dashboard.

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.

Available MoneyGuide dashboard pages

The MoneyGuide dashboard includes the following pages:

Overview. See a real-time summary of a client’s financial plan
Goals. See goal data in real time, including funding status, amounts, time horizon, and priority.
Net Worth. View a consolidated summary of a client's assets, liabilities, and net worth over time
Asset Allocation. Review interactive views of current and target allocations, including variances across asset classes based on MoneyGuide data.
Plan Summary. See key plan metrics in one place, including probability of success, funded status, and major goal coverage.

View the MoneyGuide dashboard

To view the MoneyGuide dashboard:

Under Accounts select Households.
1. From the Households page, select Actions next to the household and select View MoneyGuide Dashboard

Launch MoneyGuide from the dashboard

To access MoneyGuide directly, select Launch MoneyGuide from the dashboard.

This will open the Plan page in MoneyGuide directly from Tamarac where you can view an existing plan or start a new one.

Switch between accounts on the MoneyGuide dashboard

To switch between households on the dashboard, in the Find Data For search, search for and select the household.

The Find Data For list appears on every MoneyGuide Summary page.