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:
The ‘Upload to MoneyGuidePro’ option will cause MoneyGuidePro to accept our HouseholdID and authentication, and will then call back to our APIs and get all the data about that household.
If the household is new, you will see a screen asking to link this household to an existing plan in MGP, or creating a new one.
If the household exists, it will update the plan data and land the user on the dashboard page for that client.
The ‘Go to MoneyGuidePro’ option is a contextual Single Sign-On and so MoneyGuidePro is expecting a known/valid HouseholdID to be passed in so that it can land, contextually, on the right household.
If the household is known to MoneyGuidePro, the user is redirected to the dashboard for the household, and no new data is passed in and the plan is not updated. This option was added so that advisors could work on a financial plan for a customer without the variable data constantly changing.
If the HouseholdID being passed does not already exist in MoneyGuidePro, it errors (that’s their error page, not ours) because it can’t contextually land on that household’s page.
Q: What data points can you send from my CRM to MoneyGuidePro?
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.