Bob Curtis

New web-service integration eliminates manual data entry for Morningstar Office users

MoneyGuidePro®, a leader in goal-focused financial planning, and Morningstar, Inc., a leading provider of independent investment research, today announced greatly enhanced integration between MoneyGuidePro and Morningstar OfficeSM, the practice and portfolio management system for independent financial advisors.

Strategic partnership breaks down historical barriers to rapid adoption of data aggregation

MoneyGuidePro, the leader in goal-focused financial planning is integrating with Yodlee’s scalable personal finance data platform, arming financial planners and broker-dealers with new data aggregation functionality at an attractive price. Analyzing the historical barriers to implementing data aggregation solutions, MoneyGuidePro and Yodlee have come together to create a solution that is easy to implement and valuable to advisors’ bottom line.