MoneyGuidePro | Data Broker | Engage

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

MoneyGuidePro | Data Broker | Engage

Nov 10, 2023

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:

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