FinanceAdvisors & Client-Facing

MoneyGuidePro Plan Refresh Ahead of Every Review

Built for Financial Advisors.

Two weeks before each client review, refresh MoneyGuidePro inputs from the CRM and custodian, run the plan, and file the deliverable, reducing last-minute plan prep for advisors.

Why this matters

The manual work this replaces

Advisors find out late that MGP plan inputs are stale, then scramble to re-enter household data and re-run the plan the night before a review.

What Caddi does

How the automation runs

  1. MoneyGuidePro
  2. Salesforce
  3. Laserfiche

This process refreshes a MoneyGuidePro plan ahead of an upcoming client review. It identifies households with a review on the calendar in the next two weeks, pulls updated facts and goals from the CRM, retrieves current custodian balances, updates the matching MGP plan, runs the plan, and files the PDF in Laserfiche with the review date in the metadata.

Value created

What changes after Caddi

Gives advisors a refreshed, filed MoneyGuidePro deliverable two weeks ahead of every review without manual re-entry.

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eMoney Annual Review Prep

Gather updated client facts from the CRM and custodian, refresh eMoney plan inputs, regenerate the deliverable, and file it for the advisor, reducing manual data refresh for financial advisors ahead of each annual review.

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Household Review Report Filing

Generate household review meeting report PDFs and file them with the correct metadata, reducing manual report prep and archiving for advisor teams.

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Signed IPS Archiving

Download signed investment policy statements, archive the PDFs with the right metadata, and update the related household record and task, reducing manual post-signature processing for investment operations teams.

See it on your stack

Want MoneyGuidePro Plan Refresh Ahead of Every Review automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.