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COLLEGIATEFUNDINGSOLUTIONS |
919.469.1996CFS > cfs & moneyguidepro
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Brad & Angelina, Abott & Costello,
Fred and Ginger
AND: MoneyGuidePro & CFS
Some names are just a perfect fit. Put them
together and you have a one-of-a-kind team.
Fred and Ginger
AND: MoneyGuidePro & CFS
Some names are just a perfect fit. Put them
together and you have a one-of-a-kind team.
Highlights of the MGP/CFS collaboration:
- DATA INTEGRATION - import your clients from MGP into CFS and eliminate duplicate data entry.
Learn more - NEW EXECUTIVE SUMMARY REPORTS FROM CFS WITH MGP REPORT STYLING. Enables MGP users to maintain stylistic continuity with client facing reports. Learn more
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| MoneyGuidePro is the first collaborative internet-based financial planning software that makes it easy for advisors to motivate each client to create, implement and maintain an investment strategy that best meets their lifetime financial goals. Its unique client-centered approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor. |
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The cornerstone of CFS is its highly-acclaimed web-based college planning software. CFS enables you to deliver comprehensive college planning and funding strategies - beyond the usual savings strategies - that families want and need from their financial advisor, helping them save ON, not just for the cost of college. “The data integration and executive summary reports showcase CFS' exclusive capability in providing value-added benefits to it's users - helping them deliver more value to their clients and drive more revenue for their business." - Roger Lorelle, President - CFS To learn more about CFS' collaboration with MGP and the benefits for your business:
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