Bring Financial Plan data into Tolerisk to facilitate the Risk Assessment process. MoneyGuide will then show the most recent Tolerisk Score for that client on the Risk Score section of the plan. The integration is set up in MoneyGuide.
If you want more information beyond this user guide article, visit www.tolerisk.com/moneyguide
- Login to MoneyGuide and select 'user options' under the Admin tab
- Select 'partner options'
- Locate Tolerisk and set the radio button to 'yes'
- Then, select the main menu
- Under the main menu, select 'options'
- Then, click on 'Authenticate Tolerisk'
- Enter your Tolerisk credentials
- click "grant access'
- You have completed the setup to link Tolerisk and MoneyGuide
You can now send your clients' data from MoneyGuide to Tolerisk.
- From a client's 'My Plans' page on MoneyGuide, select a Financial Goal Plan.
- Click on 'options' in the upper right side of the screen.
- Under options, select 'Launch Tolerisk
- Investment assets, Financial Goals, Retirement Income(s) and client personal information will be sent to Tolerisk, where you can successfully run your risk assessments.
The snippet below, from our MoneyGuide webinar, walks you through some of the processes mentioned above -