MoneyGuide adds LoanBuddy integration for Single-Sign-On

Oct 1, 2019 1:47:48 PM

LoanBuddy the market leading software for advisors who are assisting their clients with student loan debt repayment planning has released a new single-sign-on (SSO) integration with Envestnet | MoneyGuide, the creator of the industry leading financial planning software, MoneyGuidePro®.

With the release of this essential, centralized SSO authentication, MoneyGuide is the first financial planning software to integrate with LoanBuddy. LoanBuddy welcomed the opportunity to partner with MoneyGuide to ensure the security of user data while continuing to help financial advisors navigate the complex world of student loans.

"We are proud to deliver this in-demand, efficient MoneyGuide integration. By using our new streamlined login, financial advisors can use both MoneyGuide and LoanBuddy to proactively and securely help their clients," said Alex Bottom, Co-Founder of LoanBuddy.

LoanBuddy Advisor Dashboard


This single-sign-on integration coincides with a larger release from LoanBuddy, including enhanced advisor and client dashboards with more powerful analytics, data, and tools for advisors who are assisting their clients with student debt repayment planning. LoanBuddy’s cutting-edge technology automatically calculates options for federal income-based repayment programs and tracks Public Service Loan Forgiveness for borrowers that qualify. So, fee-only financial planners will save time generating graphs and reports that they can use to guide clients through the lifecycle of their student loans. 

LoanBuddy has a "Member Community" of advisors that now track over $200 million of client student debt. LoanBuddy’s mission to empower its “Member Community” with practical solutions that help borrowers improve their financial wellness and optimize their student debt opens the door for advisors to better serve their clients. For advisors looking to grow their business, LoanBuddy’s Lead Generation feature routes exclusive leads, turning the initial client conversation into one that includes student debt. Authorizing the MoneyGuide and LoanBuddy SSO integration ensures that this user data remains secure in the cloud.

Now, MoneyGuide users who already utilize LoanBuddy will have a centralized login for immediate access to both technologies. For MoneyGuide users who have not yet created a LoanBuddy account, the new SSO integration is easy to use. 

For more details: https://www.moneyguidepro.com/ifa/home/integrationpartners

 

About Envestnet MoneyGuide:

Envestnet, Inc. (ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology empowers enterprises and advisors to more fully understand their clients and deliver actionable intelligence that drives better outcomes and improves lives.

Envestnet Wealth Solutions enables enterprises and advisors to better manage client outcomes and strengthen their practices through its leading Wealth Management Operating System and advanced portfolio solutions. Envestnet | Tamarac provides portfolio management, reporting, trading, rebalancing and client portal solutions for registered independent advisers ("RIAs"). Envestnet | MoneyGuide provides goals-based financial planning applications. Envestnet Data & Analytics enables innovation and insights through its Envestnet | Yodlee data aggregation platform.

More than 96,000 advisors and more than 3,800 companies including: 17 of the 20 largest U.S. banks, 43 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisers, and hundreds of Internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences, and help drive better outcomes for enterprises, advisors, and their clients.

For more information, visit www.moneyguidepro.com or follow @ENVMoneyGuide.

 

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LoanBuddy the market leading software for advisors who are assisting their clients with student loan debt repayment planning has released a new single-sign-on (SSO) integration with Envestnet | MoneyGuide, the creator of the industry leading financial planning software, MoneyGuidePro®.