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MoneyGuidePro (MGP)

Financial Planning |

Envestnet MoneyGuidePro (MGP) is dedicated to making goal-based financial planning efficient and approachable. MGP provides easy-to-use financial planning tools that help advisors of all sizes customize their planning services to meet the unique needs of their clients.

Data into Capitect


Data from Capitect

  • All client accounts
  • Daily balances
  • Daily positions