MoneyGuidePro
A financial planning software platform for advisors to build customized wealth plans at any client scale
- Also known as
- moneyguidepro
What is 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.
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 alternatives
Other wealth management we track, ranked by the same independent score.
- WealthboxClient relationship management platform designed for financial advisory firmsmedium · 56%
- Redtail TechnologyA customer relationship management platform built specifically for financial advisors to manage client relationships, automate workflows, and stay compliant.low · 37%
- Orion Advisor TechAll-in-one software platform for managing comprehensive wealth advisory operationslow · 20%
- eMoney AdvisorFinancial planning software that helps advisors scale their practice and spend more time on client engagement.low · 22%
- AddeparData consolidation and AI analytics platform for wealth management firmslow · 9%
- VestmarkPortfolio management platform designed for wealth advisors and asset managerslow · 8%
Compare MoneyGuidePro
Side by side against other wealth management, attribute by attribute, with a source on every value.
The Vioscale 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 | 0.05 | 4.0 | ✓ |
| Security posture | 40 | 0.07 | 2.9 | ✓ |
| Integrations | 31 | 0.04 | 1.3 | ✓ |
| Price level | 0 | 0.05 | 0.0 | - |
| Reliability | 0 | 0.07 | 0.0 | - |
| Pricing transparency | 0 | 0.08 | 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.
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 · 2026-08-24 · 60% |
Integrations
| Attribute | Value | Evidence |
|---|---|---|
| Count | 11 | mediumsource · 2026-08-24 · 60% |
Security
| Attribute | Value | Evidence |
|---|---|---|
| Soc2 | Yes | highsource · 2026-08-24 · 75% |