Enabling the MoneyBrilliant Integration

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**Note: This content is intended for system administrators and is technical in nature**

The MoneyBrilliant integration allows you to invite clients to the MoneyBrilliant service, connect their bank accounts, credit cards, mortgages and super balances and have these visibile in Practifi, alongside their other assets and liabilities.  

Important: In order to use this integration, you will require a current MoneyBrilliant Partner account.

  1. Signup for MoneyBrilliant Partner access here.
  2. Obtain your MoneyBrilliant ClientID and Client Secret.
  3. Configure Data Sources in Practifi. 
  4. Enable the MoneyBrilliant integration in Practifi.

For detailed instructions on the above steps, refer to Tutorial: Configuring and Enabling the MoneyBrilliant Integration 

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