vioscaleAI
Comparison

MoneyGuidePro vs Wealthbox

No clear leader: Wealthbox (54.1) and MoneyGuidePro (50.0) 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.

MoneyGuidePro full profile →Wealthbox full profile →
Machine formatsMarkdownJSONGraphQLMarkdown is open. JSON and GraphQL need a free key.
MoneyGuidePro50
Wealthbox54
Score
vioscaleAI score
MoneyGuidePro50 / 100low · 14%
Wealthbox54 / 100medium · 57%
Pricing
Free tier
MoneyGuidePro–
Wealthbox✗
Model
MoneyGuidePro–
Wealthboxcommercial
Price level
MoneyGuidePro–
Wealthboxmid
Starting price
MoneyGuidePro–
Wealthbox$59
Transparent
MoneyGuidePro–
Wealthbox✓
Integrations
Count
MoneyGuidePro11
Wealthbox150
Security
Certifications
MoneyGuidePro–
WealthboxSOC 2 Type II
Soc2
MoneyGuidePro✓
Wealthbox✓
Market
Availability
MoneyGuidePro–
WealthboxAvailable worldwide · Popular in US
Content
Faq
MoneyGuidePro5 items
Wealthbox7 items

Capabilities

Feature-by-feature on the axes that matter for wealth management. “-” means undocumented, not absent.

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

What each one is

The product in its own terms, so the numbers below have context.

MoneyGuidePro

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.

Independently observed

Wealthbox

A unified workspace that consolidates client records, communications, tasks, and workflows for financial advisors. Built-in AI assists with meeting notes, task automation, and compliance audit trails while integrating with external financial planning and portfolio management tools.

Independently observed

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/moSubscription14-day trial

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
as of verify ↗

Platform & deployment

Where each product runs and how it can be hosted. A dash means undocumented, not unsupported.

Platforms
Web
MoneyGuidePro✓
Wealthbox✓
Deployment
Cloud / SaaS
MoneyGuidePro✓
Wealthbox✓

Integrations

What each product connects to. Counts come from the vendor's own integration directory where one exists.

MoneyGuidePro

11 total
  • Addepar
  • AdvisoryWorld
  • Advyzon
  • Blueleaf
  • Capitect
  • FIDx
  • FinFolio
  • ProTracker Advantage
  • Nitrogen
  • Schwab
  • Yodlee
Independently observed

Wealthbox

32 total
  • 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
  • +8 more
Independently observed
Still deciding?

MoneyGuidePro or Wealthbox: which one depends on you

A composite score cannot know your constraints. Describe them and both get re-weighted against what you actually need, with the evidence behind every position.

Free to run, no account needed to start. How the evaluation works

Comparison generated from independently-sourced facts. Every value links to its source and retrieval date. See the method.