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Home > Data Broker Integrations > DB: Financial Planning Software > MoneyGuidePro | Data Broker | Engage
MoneyGuidePro | Data Broker | Engage
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Q: What data points can you send from my CRM to MoneyGuidePro?

A:

Please keep in mind, all of these data points might not be mapped into your CRM, and that we frequently update the data points that are available. Please check with our service team if you have any questions about these.

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