{"id":6262,"date":"2025-01-20T16:30:43","date_gmt":"2025-01-20T16:30:43","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/integration-with-moneyguidepro\/"},"modified":"2025-01-20T16:31:09","modified_gmt":"2025-01-20T16:31:09","slug":"integration-with-moneyguidepro","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/integration-with-moneyguidepro\/","title":{"rendered":"Integration With MoneyGuidePro!"},"content":{"rendered":"<p style=\"text-align: center;\"><a href=\"http:\/\/blog.blueleaf.com\/integration-with-moneyguidepro\/mgplogo\/\" rel=\"attachment wp-att-3802\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter  wp-image-3802\" alt=\"mgplogo\" src=\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/mgplogo.jpeg\" width=\"465\" height=\"102\" \/><\/a><\/p>\n<h3 style=\"text-align: left;\">We made a new friend!<\/h3>\n<p>We&#8217;re very excited to announce our new integration with leading financial planning software, MoneyGuidePro! Combining our secure, hassle-free, single-source data connection with MGP&#8217;s powerful planning tools, the life of a financial planner in the digital age has never been better.<\/p>\n<p>With <em>all<\/em> of your client data in <em>one<\/em> place, including offline and held-away assets, data management is a one-and-done deal. New Blueleaf via MPG users will have access to all of the other great Blueleaf tools including the <a title=\"Understanding client portals\" href=\"http:\/\/www.blueleaf.com\/what-is-a-client-portal\/\" target=\"_blank\" rel=\"noopener noreferrer\">client portal<\/a> (your <a title=\"Center of Influence Marketing for Advisors Made Simple\" href=\"http:\/\/blog.blueleaf.com\/center-of-influence-marketing-for-advisors-made-simple\/\">Center of Influence Marketing hub<\/a>), dead-simple reports, and Dropbox-enabled doc sharing.<\/p>\n<p>MGP has put together a video on setting up your new Blueleaf integration, which you can find <a href=\"https:\/\/cdn.moneyguidepro.com\/videos\/swf\/Partners\/BlueLeaf\/BlueLeaf.htm\">here.<\/a><\/p>\n<p>We&#8217;re excited to partner with <a href=\"http:\/\/www.moneyguidepro.com\">MoneyGuidePro<\/a>, and we&#8217;re looking forward to getting feedback from new planners and their clients!<\/p>\n<p>&#8211; Blueleaf Team<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We made a new friend! We&#8217;re very excited to announce our new integration with leading financial planning software, MoneyGuidePro! Combining our secure, hassle-free, single-source data connection with MGP&#8217;s powerful planning tools, the life of a financial planner in the digital age has never been better. With all of your client data in one place, including&#8230;<\/p>\n","protected":false},"author":2,"featured_media":6264,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[25],"tags":[63,50,64,65,66],"class_list":["post-6262","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product","tag-advisor-tool","tag-client-reporting","tag-integrations","tag-moneyguidepro","tag-partnerships"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/6262","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=6262"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/6262\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/6264"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=6262"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=6262"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=6262"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}