Before launching MoneyGuidePro, be sure you’ve setup the integration with these instructions.
1. Navigate to the client record you would like to launch MoneyGuidePro for.
2) In the “Contact Details” section, click on the “Send to” link, then choose “Send to MoneyGuidePro”
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.”