# Addepar vs MoneyGuidePro

| Attribute | Addepar | MoneyGuidePro |
|---|---|---|
| **Vioscale score** | 32.9 (9% (low)) | 50.1 (21% (low)) |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | 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. | 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. |
| 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: Vioscale. Generated 2026-09-01T15:18:12.941Z. "-" = undocumented, not absent.*