# Addepar vs MoneyGuidePro

| Attribute | Addepar | MoneyGuidePro |
|---|---|---|
| **vioscaleAI score** | 45.5 (8% (low)) | 50 (14% (low)) |
| content.faq | `[{"answer":"Consolidates financial data from multiple custodians and sources into a unified platform with AI-driven analytics. Enables portfolio management, reporting automation, and operational scaling for wealth advisors and financial professionals. It is indexed under Wealth Management.","source":"https://addepar.com","question":"What is Addepar?","confidence":0.6},{"answer":"We have confirmed browser-based access to Addepar. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://addepar.com","question":"What platforms does Addepar support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Addepar, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://addepar.com","question":"Can Addepar be self-hosted?","confidence":0.6},{"answer":"We have confirmed 3 integrations for Addepar, including eMoney Advisor, Envestnet MoneyGuide and Libretto. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://addepar.com","question":"What does Addepar integrate with?","confidence":0.6},{"answer":"We have independently confirmed GDPR for Addepar. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Addepar not holding them. Always confirm compliance directly before you rely on it.","source":"https://addepar.com/legal/privacy-policy","question":"What security certifications does Addepar have?","confidence":0.7}]` | `[{"answer":"A data aggregation platform that enables financial advisors to include external and held-away assets in client financial plans affordably and securely. It is indexed under Wealth Management.","source":"https://www.moneyguidepro.com","question":"What is MoneyGuidePro?","confidence":0.6},{"answer":"We have confirmed browser-based access to MoneyGuidePro. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://www.moneyguidepro.com","question":"What platforms does MoneyGuidePro support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for MoneyGuidePro, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://www.moneyguidepro.com","question":"Can MoneyGuidePro be self-hosted?","confidence":0.6},{"answer":"We have confirmed 11 integrations for MoneyGuidePro, including Addepar, AdvisoryWorld, Advyzon, Blueleaf, Capitect, FIDx, FinFolio and ProTracker Advantage, plus 3 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://www.moneyguidepro.com","question":"What does MoneyGuidePro integrate with?","confidence":0.6},{"answer":"We have independently confirmed SOC 2 for MoneyGuidePro. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as MoneyGuidePro not holding them. Always confirm compliance directly before you rely on it.","source":"https://www.moneyguidepro.com/ifa/home/security?hideToolbar=False","question":"What security certifications does MoneyGuidePro have?","confidence":0.7}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | Addepar is a data aggregation and analytics platform for wealth managers, fund managers, and family offices. It unifies information from multiple custodians and asset classes into a centralized system, providing portfolio analysis, client reporting, fee automation, and operational insights to support investment decisions at scale. | A financial planning software that enables advisors to create goals-based client plans, assess risk tolerance, model tax and estate strategies, and engage clients through interactive portals and planning tools. |
| features.capabilities | `{"aum_fee_calculation_and_direct_billing_push":true,"client_facing_white_label_portal_and_mobile_app":true}` | `{"soc2_type_ii":true,"estate_and_tax_planning_scenarios":true,"risk_tolerance_questionnaires_and_scoring":true,"schwab_fidelity_pershing_custodial_data_sync":true,"client_facing_white_label_portal_and_mobile_app":true,"held_away_asset_aggregation_plaid_byallaccounts":true}` |
| integrations.count | 3 | 11 |
| integrations.list | `[{"name":"eMoney Advisor"},{"name":"Envestnet MoneyGuide"},{"name":"Libretto"}]` | `[{"name":"Addepar"},{"name":"AdvisoryWorld"},{"name":"Advyzon"},{"name":"Blueleaf"},{"name":"Capitect"},{"name":"FIDx"},{"name":"FinFolio"},{"name":"ProTracker Advantage"},{"name":"Nitrogen"},{"name":"Schwab"},{"name":"Yodlee"}]` |
| market.availability | `{"primaryMarkets":[],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | - |
| platform.support | `{"web":true}` | `{"web":true}` |
| security.gdpr | yes | - |
| security.soc2 | - | yes |

## Capabilities (Wealth Management)

| Capability | Addepar | MoneyGuidePro |
|---|:--:|:--:|
| **Capabilities** |  |  |
| Schwab fidelity pershing custodial data sync | - | ✓ |
| Monte carlo retirement simulation planning | - | - |
| Automated portfolio rebalancing and tax loss harvesting | - | - |
| Aum fee calculation and direct billing push | ✓ | - |
| Client facing white label portal and mobile app | ✓ | ✓ |
| Sec finra compliant email and document archiving | - | - |
| Risk tolerance questionnaires and scoring | - | ✓ |
| Held away asset aggregation plaid byallaccounts | - | ✓ |
| Estate and tax planning scenarios | - | ✓ |
| SOC2 type ii | - | ✓ |
| ISO 27001 | - | - |
| Pricing model | - | - |

*Source: vioscaleAI. Generated 2026-10-16T19:18:44.018Z. "-" = undocumented, not absent.*