Designed with Teams in Mind

In an ensemble license:

• Assistants and advisors can work together on a common client bases.
• Create custom views so you only see the clients you need to.
• Control settings across the team.

Speak with a sales associate today to better understand the broad array of features and compliance controls our ensemble licensing package has to offer.

For pricing, contact the MoneyGuide Sales Team at 1-800-841-5312.