Try Yodlee Account Aggregation for free 

Yodlee Account Aggregation

For a limited time, MoneyGuidePro is offering a free 60-day trial of Yodlee® Account Aggregation.

Yodlee, the industry-leading personal financial management platform used by financial institutions and millions of consumers, has partnered with MoneyGuidePro to bring you affordable, accurate and secure data aggregation, allowing you to seamlessly include held-away assets in your clients' plans.

  • Discover hidden assets
  • Save time and prevent errors in data entry
  • Give clients access to personal financial management apps through MGP's SMART Portal

For a limited time, MoneyGuidePro users can try Yodlee for 60 days for free— and then pay only $365* for a one year subscription. If you are using MoneyGuidePro as part of an office subscription, have your office manager request your free Yodlee trial.

*Must begin free trial before April 15, 2015. $365 annual pricing is for up to 100 clients; additional clients will be billed at $3.00 each per year.

 

Please provide the following information to get started with Yodlee:




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