BridgePortfolio, an industry provider of customized private-labeled platforms and back office support for the financial services industry, has formed a partnership and integration with MoneyGuidePro Financial Planning SMARTware, developed by PIEtech, a provider of innovative financial planning software. Users of MoneyGuidePro can now import their client data, including daily appraisals of clients' accounts, directly from BridgePortfolio's web-based platform. This new integration allows financial advisors to view the most up-to-date client portfolio information available and eliminates redundant data entry, thereby saving advisors time and money so that they can focus on increasing the efficiency of their offices as well as providing enhanced customer service to their clients. Interested persons can visit the MoneyGuidePro homepage and click the "Integration Partners" tab to view a video that demos a setup between the two interfaces.
"We are excited to be working with industry leading MoneyGuidePro to provide advisors with an integrated outsourced back-office solution. Advisors using both BridgePortfolio and MoneyGuidePro can now pass data easily and seamlessly in order to better evaluate and manage portfolios to meet their clients' financial planning goals," said David Edstrom, CMO of BridgePortfolio, in a press release.