MoneyGuidePro
Comprehensive financial planning platform for advisors to scale their planning services
- Also known as
- moneyguidepro
What is 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.
What MoneyGuidePro does
The capabilities that matter for wealth management, normalised so it lines up with every alternative. “-” means we haven't confirmed it, not that it's missing.
- 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
- -
Platform & deployment
Independently observed- Web
- Cloud / SaaS
Integrations (11)
Independently observed- Addepar
- AdvisoryWorld
- Advyzon
- Blueleaf
- Capitect
- FIDx
- FinFolio
- ProTracker Advantage
- Nitrogen
- Schwab
- Yodlee
MoneyGuidePro FAQ
Common questions about MoneyGuidePro, answered from independent, dated evidence.
What is MoneyGuidePro?
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
What platforms does MoneyGuidePro support?
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
Can MoneyGuidePro be self-hosted?
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
What does MoneyGuidePro integrate with?
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
What security certifications does MoneyGuidePro have?
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
MoneyGuidePro alternatives
Other wealth management we track, ranked by the same independent score.
- WealthboxClient relationship management platform designed for financial advisory firms with integrated AI capabilitiesmedium · 57%
- Orion Advisor TechFocus on advisory work rather than managing complex technology infrastructurelow · 13%
- AddeparConsolidate fragmented financial data across your firm and leverage AI-powered analytics to manage complex portfolios and automate key workflowslow · 8%
- VestmarkPortfolio management platform designed for scaling wealth management operationslow · 8%
- eMoney AdvisorCentralized financial planning platform for advisors to serve clients at every stage of their financial journeylow · 14%
- Redtail TechnologyA relationship management system for financial advisors to organize and manage client interactionslow · 25%
Compare MoneyGuidePro
Side by side against other wealth management, attribute by attribute, with a source on every value.
The vioscaleAI score: one lens on the evidence
Not user reviews and not a paid placement: a confidence-weighted blend of the independent signals below (adoption, activity, security posture, and more), which you can sort and re-weight yourself. Vendors can correct their listing but can never move their rank, and stars are weighted low as a vanity metric. It is one way to read the evidence for MoneyGuidePro, not the verdict.
| Signal | Score | Weight | Contribution | Evidence |
|---|---|---|---|---|
| Capabilities | 81 | 0.04 | 3.5 | ✓ |
| Security posture | 40 | 0.04 | 1.7 | ✓ |
| Integrations | 31 | 0.05 | 1.5 | ✓ |
| Price level | 0 | 0.10 | 0.0 | - |
| Reliability | 0 | 0.06 | 0.0 | - |
| Pricing transparency | 0 | 0.09 | 0.0 | - |
Computed . Re-weight it by intent, or see the full method.
All data & sourcesshow ↓
Every value we hold, with its source, retrieval date, and confidence. This is the evidence behind the score: don't trust it, verify it.
Content
| Attribute | Value | Evidence |
|---|---|---|
| Faq | 5 items | mediumsource · 2026-09-10 · 62% |
Features
| Attribute | Value | Evidence |
|---|---|---|
| Capabilities | Soc2 type ii, Estate and tax planning scenarios, Risk tolerance questionnaires and scoring, Schwab fidelity pershing custodial data sync, Client facing white label portal and mobile app, Held away asset aggregation plaid byallaccounts | mediumsource · 2026-10-06 · 60% |
Integrations
| Attribute | Value | Evidence |
|---|---|---|
| Count | 11 | mediumsource · 2026-10-06 · 60% |
Security
| Attribute | Value | Evidence |
|---|---|---|
| Soc2 | Yes | highsource · 2026-08-24 · 75% |
Is MoneyGuidePro the right choice for you?
Tell us the job, the constraints and what you weigh most, and we will rank MoneyGuidePro against the rest of the wealth management we index, using the same dated evidence weighted your way.
Free to run, no account needed to start. How the evaluation works
Is this your product?
This profile was built from public sources without asking you. You can take the badge below and use it anywhere, and you can claim the profile to correct anything we got wrong. Both are free, and neither moves MoneyGuidePro up or down: nobody can buy rank here, including you.
Take the badge
Live, always current, and free to use on your own site. It shows MoneyGuidePro's independent score and links back to this profile.
<a href="https://www.vioscale.ai/software/moneyguidepro" target="_blank" rel="noopener">
<img src="https://www.vioscale.ai/badge/software/moneyguidepro.svg" alt="MoneyGuidePro, verified on vioscaleAI" width="330" height="76" loading="lazy" />
</a>Markdown, for a README →
[](https://www.vioscale.ai/software/moneyguidepro)Claim the profile
Verify you control the domain, then point us at the pages that state the facts about MoneyGuidePro and add your own description and media. Free, and it does not change the score.
- Correct anything wrong, with evidence
- Point our crawler at the pages that matter
- Write your own description and add media
Not the owner? How vendor profiles work