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Stratifi & MoneyGuide Integration

The integration between Stratifi and MoneyGuide has to be initiated from within MoneyGuide. Below are the instructions to do so. At the moment, for clients that you would like to link with Stratifi, you will need to do so individually via their My Plans page.

MoneyGuide compiled a PDF with the instructions and it can be downloaded here.

Linking Stratifi with MoneyGuide

Stratifi & MoneyGuide Integration

Sending data for clients that are already in StratiFi

Creating a new client in StratiFi with MoneyGuide

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