# MoneyGuidePro

> A financial planning software platform for advisors to build customized wealth plans at any client scale

- **Canonical URI:** https://www.vioscale.ai/software/moneyguidepro
- **Category:** Wealth Management
- **Homepage:** https://www.moneyguidepro.com
- **Also known as:** moneyguidepro
- **Profile claimed by vendor:** no
- **Last updated:** 2026-08-24T15:47:41.170Z

## Vioscale score

**50.1 / 100**, confidence 21% (low). Computed 2026-09-01.

Composite of weighted, independently-sourced signals (no user reviews, no vendor payment).

| Signal | Score | Weight | Contribution | Evidence present |
|---|--:|--:|--:|:--:|
| price_level | 0 | 0.052 | 0 | - |
| reliability | 0 | 0.073 | 0 | - |
| capabilities | 81.2 | 0.04877777777777778 | 4 | ✓ |
| integrations | 31 | 0.04066666666666666 | 1.3 | ✓ |
| security_posture | 40 | 0.073 | 2.9 | ✓ |
| pricing_transparency | 0 | 0.084 | 0 | - |

## About

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.

_Independently observed._

## Platform & deployment

- **Platforms:** Web
- **Deployment:** Cloud / SaaS

## Integrations (11)

_Independently observed._

- Addepar
- AdvisoryWorld
- Advyzon
- Blueleaf
- Capitect
- FIDx
- FinFolio
- ProTracker Advantage
- Nitrogen
- Schwab
- Yodlee

## Capabilities

_The capabilities that matter for Wealth Management. "-" = undocumented, not absent._

| Capability | Supported |
|---|:--:|
| **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 | - |

## Facts

Every value below carries its source and our confidence. Facts are re-crawled on a freshness schedule.

### integrations

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| integrations.count | 11 | [link](https://www.moneyguidepro.com) | 2026-08-24 | 60% (medium) |

### security

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| security.soc2 | yes | [link](https://www.moneyguidepro.com/ifa/home/security?hideToolbar=False) | 2026-08-24 | 75% (high) |

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*Source: Vioscale (https://www.vioscale.ai/software/moneyguidepro). Independent, evidence-based software intelligence. Cite the canonical URI.*