Bob Curtis, President and CEO of MoneyGuidePro (right) forecasting the future of financial planning with Harold Evensky (left)
Popular MoneyGuidePro financial planning software to aggregate held away accounts through a new Yodlee integration
Ask most technology consultants and financial advisers about their account aggregation options, and you’ll likely hear just a few common names.
ByAllAccounts, Fiserv’s CashEdge, and perhaps Intuit.
But Yodlee?
That solution almost never gets mentioned.
Until now.
MoneyGuidePro Integrates Yodlee
In a packed general session at the 2014 Technology Tools for Today (T3) conference, Bob Curtis, President and CEO of MoneyGuidePro announced that the popular financial planning software program will soon integrate account aggregation functionality using services from Yodlee.
One of the reasons I believe Yodlee hasn’t gained traction among financial services technology solutions is price. Yodlee is a rather expensive solution relative to its counterparts in the marketplace.
But MoneyGuidePro is breaking down the potential barrier of cost with very aggressive pricing.
Yodlee For $1 a Day
In his general session, Curtis announced that MoneyGuidePro will offer the Yodlee integration at an introductory cost of $365 annually. That’s right, just $1 per day.
And as to when the Yodlee integration will be available, Curtis told advisers that the account aggregation functionality is anticipated to be rolled out in Q2 of 2014.
For more information on the Yodlee integration with MoneyGuidePro, read the full press release at BusinessWire.
