MoneyGuidePro vs Wealthbox
No clear leader: Wealthbox (52.9) and MoneyGuidePro (50.1) are within the 5-point margin; treat as a tie. The attribute-by-attribute breakdown below, with a source and date on every value, is the honest way to compare them.
Capabilities
Feature-by-feature on the axes that matter for wealth management. “-” means undocumented, not absent.
What each one is
The product in its own terms, so the numbers below have context.
MoneyGuidePro
MoneyGuide is a planning platform that enables financial advisors to create comprehensive financial plans for clients, featuring retirement distribution, estate planning, account aggregation, and interactive scenario modeling.
Wealthbox
A CRM workspace that centralizes client records, automates business processes, and integrates email, calendar, and meeting management with native AI capabilities to help financial advisory teams operate more efficiently.
Pricing
List pricing as published by each vendor, with the date we read it. Always verify at the source before you buy.
MoneyGuidePro
Pricing not documented yet.
Wealthbox
From $59/user/month. 14-day free trial, no credit card required.
- Basic$59/user/month
- Contact & household management
- Task management
- 1 opportunity pipeline
- Calendar & meetings
- 2 GB file storage
- Pro$75/user/month
- Everything in Basic, plus:
- Workflows & automations
- Two-way email sync
- Broadcast email
- 3 opportunity pipelines
- Premier$99/user/month
- Everything in Pro, plus:
- Customizable dashboards & homepages
- Workflow template sharing
- API development support
- 5 workspaces
- EnterpriseContact sales
- Everything in Premier, plus:
- Enterprise SSO
- Dedicated account manager
- Unlimited workspaces
- Priority enterprise support
Platform & deployment
Where each product runs and how it can be hosted. A dash means undocumented, not unsupported.
Integrations
What each product connects to. Counts come from the vendor's own integration directory where one exists.
MoneyGuidePro
- Addepar
- AdvisoryWorld
- Advyzon
- Blueleaf
- Capitect
- FIDx
- FinFolio
- ProTracker Advantage
- Nitrogen
- Schwab
- Yodlee
Wealthbox
- AdviceCloud
- AdvisorStream
- Amplify
- Andes
- AssetMark
- Black Diamond
- Catchlight
- CurrentClient
- Dispatch
- Estately
- Feathery
- Finpace
- Flourish
- Forms Logic
- FP Alpha
- Gmail
- Google Calendar
- Mako Fintech
- Mili
- Outlook
- Outlook Calendar
- Qwil Messenger
- RBC
- RightCapital
- +7 more
Comparison generated from independently-sourced facts. Every value links to its source and retrieval date. See the method.