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Stratifi & MoneyGuide Integration
The integration between Stratifi and MoneyGuide has to be initiated from within MoneyGuide. Below are the instructions to do so.
At the moment, for clients that you would like to link with Stratifi, you will need to do so individually via their My Plans page.
MoneyGuide compiled a PDF with the instructions and it can be downloaded here.
You can also see the StratiFi & MoneyGuidePro Webinar here.
Linking Stratifi with MoneyGuide
Sending data for clients that are already in StratiFi
Creating a new client in StratiFi with MoneyGuide
