moneyGPS is excited to share a major upgrade to the Management Console, introducing a more powerful, user-friendly experience designed to give you greater visibility, control, and convenience.

What’s new? 

1. Audience Engagement
Users can now consent to share key information, surveys, and documents (including SOAs) directly with you. This data will be accessible in a new dashboard inside your Management Console, helping you understand and track client engagement more effectively.

2. Onboarding Checklist
Stay organised with a real-time onboarding tracker, showing your progress through key setup stages such as moneyGPS forms, marketing checklists, EDM approvals, and launch programs.

3. Resource Centre
Easily access tools, templates, and partner resources directly from within your console;  no need to search across multiple locations.

Coming Soon

Development is already underway for additional features that will continue to expand the console’s capabilities, including:

• Interactive marketing dashboards

• Reporting and analytics

• Enhanced subscription management

• Access to a wider range of meetings; all in one place

• Integrated knowledge base

These updates are part of our ongoing roadmap to make the moneyGPS Management Console your single, intelligent hub for digital advice delivery, marketing engagement, and partner support.