Looking to migrate from Morningstar Office? [Learn more.](/content/l/morningstar-office/index.html)

Envestnet MoneyGuidePro (MGP) is dedicated to making goal-based financial planning efficient and approachable. MGP provides easy-to-use financial planning tools that help advisors of all sizes customize their planning services to meet the unique needs of their clients.

## Data into Capitect

None

## Data from Capitect

- All client accounts
- Daily balances
- Daily positions

## Instructions

[See integration setup instructions](/content/downloads/docs/MGP%20Capitect%20User%20Guide.pdf).