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Workflow: Set Up the MoneyGuide Integration

Contents

Introduction

Before You Start

Workflow: Set Up the MoneyGuide Integration

Additional Resources

 

Introduction

The following workflow provides guidelines for configuring the MoneyGuide integration in Tamarac.

Before You Start

There are some nuances to initially linking the Tamarac Household with a MoneyGuide Financial Goal Plan. To make sure you correctly set up the initial export, see Link Tamarac Households and MoneyGuide Plans.

Workflow: Set Up the MoneyGuide Integration

1.

Create Initial Link >

Set up the initial link between Tamarac and MoneyGuide.

2.

Set Up Permissions >

A firm administrator can determine which users in your firm can manage MoneyGuide data.

3.

Set Up Households and the Households Page >

Add columns to the Households page, create saved searches to monitor MoneyGuide data, and set Client Status for MoneyGuide linked clients.

4.

Set Up Client Portal >

If desired, you can add probability of success dashboard tiles or the Financial Plan Summary report to client portals to provide clients with MoneyGuide results alongside Tamarac account information.

5.

Maintain and Use Data

Maintain data:

Use data:

Additional Resources

For more information about the MoneyGuide integration, see Introduction to the MoneyGuide Integration.

Learn more about what client and Household data points sync between MoneyGuide and Tamarac: Data Fields Synced Between Tamarac and MoneyGuide.