You can now integrate your outside-held financial accounts to your BW MoneyGuidePro (MGP) portal, giving you a view of your financial big picture. I’m sure you’re already happy about viewing your financial plan through the MGP portal anytime and from anywhere.
MGP has been a staple in the practice of Bradley Wealth for nearly 20 years now, and clients share with me how much they enjoy the intuitive and collaborative experience of using MGP.
Yodlee, the latest and greatest MGP integration and fin-tech tool, enables us to connect your outside-held accounts to your overall financial landscape. Founded in 1999, Yodlee is a leading data aggregation and analytics platform that has partnered with Envestnet to provide clients like you with the ability to connect and see all of your accounts on one screen in a clear, concise, and organized display.
We’re excited to offer this great new feature and hope you’ll take full advantage of its 360-degree view of your financial life.