MoneyGuidePro | Data Broker | Engage

We’re excited to share that Black Diamond has a new home on LinkedIn: SS&C Black Diamond Wealth Solutions

Our offices will be closed on Thursday, December 25th in observance of Christmas. Our Canadian Offices will be closed on Friday, December 26th in observance of Boxing Day.

We will resume operating with reduced staff on Friday, December 26th but still available from 9:00 am - 5:00 pm ET.

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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