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NaviPlan to Money Guide replatform

Project type

Financial Planning

Date

August 2018

Location

Minneapolis

Technologies Used:

NaviPlan, MoneyGuidePro, Informatica ELT, Java, Yodlee

Fortune 500 client switched from a cashflow based financial planning platform in NaviPlan to a goal-based industry leading MoneyGuidePro SAAS solution to align with overall company approach and methodology to comprehensive financial planning.