MoneyGuidePro„ is a client-centered Financial Planning and Retirement Planning Software for fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. Junxure offers an interface with MoneyGuidePro„ to export basic client data, assets, and cashflow information.
The following fields are exported to MoneyGuidePro from Junxure:
See below for steps to:
Requirements:
- Junxure Version 7 or higher. Check your version in Junxure by going to Maintain System > About Junxure.
- Dotnet 2.0 Framework. Click here for more information.
Install the MoneyGuidePro Interface:
This interface should be installed on the workstation where you wish to perform the import. Once the interface has been installed, the updated assets and account values will be viewable on all workstations.
It is recommend that you use the self-extracting executable to install the interface; you can also install the interface manually if necessary.
- Click this link<![CDATA[ ]]> to run a self-extracting executable that will install your workstation with the MoneyGuidePro interface
- Click Run, Run, then Install on the dialog boxes that appear.(Do not change the Destination folder on the WinRAR self-extracting archive screen.)
- If you see a Confirm file replace dialog message, click Yes to All to replace outdated files with the most current files.
Note: Firefox and Google Chrome users may need to download and save the file and then run it.
If you are unable to install the interface using the link above, download this file to your desktop. Right click on the file and choose to Extract/Unzip to C:\Junxure\AssetImports\JunxureMGP. (You may need to manually create the "AssetImports" and the "JunxureMGP" folders.
Using the MoneyGuidePro Interface:
To access the interface, open a contact record and click on the Financial Planning > Interfaces tab.
Click on the MoneyGuidePro button.
On your initial launch of the interface, an error message regarding your connection to your SQL Server.
Click OK.
The Junxure SQL Connection Setup dialog box appears.
On this screen:
- Click the Refresh button next to the SQL Server field.
- Use the dropdown in the SQL Server field to choose your SQL instance.
- Click the Refresh button next to the Database Name Field.
- Select Junxure from the dropdown next to Database Name.
- Click Test Connection.
- Click OK. <![CDATA[ ]]>
Your setup is complete. You may now use the MoneyGuidePro interface from the contact record on the Financial Planning > Interfaces tab.
If you have any issues or concerns with this conversion please send an email to Junxure support at support @junxure.com or call us at1 (866) 586-9873, Option 1.
Third Party Software “ Disclaimer
Junxure does not provide technical support regarding any issues with third party data, application configuration, or necessary set-up. If you require assistance with these issues, please contact the application software provider directly.
