Uncovering Held Away Assets

Uncovering Held Away Assets
Neil Wert, CFP®
MoneyGuidePro
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MoneyGuidePro® is now integrated with Yodlee®, the industry-leading personal financial management platform used by many financial institutions and millions of consumers. This integration provides you affordable, accurate and secure data aggregation - allowing you to seamlessly include held-away assets in your clients' plans.

During this webinar you will see how easy it is to get started with Yodlee from start to finish. We will also cover how to register a client for our client portal where More...they can access Yodlee and enter their own accounts.

​Registration URL: https://attendee.gotowebinar.com/register/9156159251840673794
Webinar ID: 119-183-899

Audio

Participants can use their computer's microphone and speakers (VoIP) or telephone.

United States
Toll: +1 (415) 655-0055
Access Code: 120-001-028
Audio PIN: Shown after joining the webinar