Before launching Envestnet MoneyGuide (previously MoneyGuidePro), be sure you’ve set up the integration with these instructions.
1. Navigate to the client record you would like to launch Envestnet MoneyGuide for.
2) In the “Contact Details” section, click on the “Send to” link, then choose “Send to Envestnet MoneyGuide”
Note: As a best practice, if you have a husband and a wife, one contact should have the “Head” of household title, and the other contact should list the household title as “Spouse.”