MoneyGuidePro | Data Broker

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Home > Data Broker Integrations > DB: Financial Planning Software > MoneyGuidePro | Data Broker | Engage

MoneyGuidePro | Data Broker | Engage

Single Sign-On for MoneyGuidePro

In addition to the integration, there is a Single Sign-On available for MoneyGuidePro. This authentication is handled at the user level based on Engage and MoneyGuidePro licensing.

There are two Consolidated button options, Go to MoneyGuidePro and Upload to MoneyGuidePro:

Because all CRMs can be customized by the System Administrator, it is possible your views and access will differ.
Please contact your System Administrator with questions on your firm's views and access.

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