AdvisorShelf / Connections / MoneyGuide
What connects to MoneyGuide
Software that connects to MoneyGuide
14 of the 77 tools we list name a connection to MoneyGuide on their own site: 10 advisor CRMs, 1 planning tool and 3 AI tools. MoneyGuide's own site names 77 companies and products it connects to (its profile counts each listed connection separately). Here is which way data moves for each, and where we read it.
Which way data moves, as each tool describes it
Sends data to MoneyGuideTakes data from MoneyGuideTwo-way, in the vendor's wordsSend data to MoneyGuide (4)
Finmate AIPractifiAdvyzonSmartOffice
MoneyGuideTake data from MoneyGuide (0)
No other tool says it takes data from here. MoneyGuide's own list is below. Direction not stated (2)
Single sign-on only (1)
Named only (7)
The rule: every tool we list that names a live connection to MoneyGuide, as its own site describes it. Third-party mentions and connections a vendor has only announced don't count. Within each group, the lowest cost for one person comes first. Paying vendors are never moved up.
What MoneyGuide's own site lists
AI tools (1)
| Connects to | What MoneyGuide's site says | Does the other side list it? | Where we read it |
|---|---|---|---|
| Claude | Sends data to Claude
|
Checked on the vendor's site · Oct 6 |
CRMs (11)
| Connects to | What MoneyGuide's site says | Does the other side list it? | Where we read it |
|---|---|---|---|
| AdvisorEngine | Takes data from AdvisorEngine
|
Both sides list it |
Checked on the vendor's site · Oct 6 |
| Advisors Assistant | Takes data from Advisors Assistant
|
Both sides list it |
Checked on the vendor's site · Oct 6 |
| Advyzon | Takes data from and sends data to Advyzon
|
Both list it; MoneyGuide describes more |
Checked on the vendor's site · Oct 6 |
| Grendel | Takes data from Grendel
|
Checked on the vendor's site · Oct 6 | |
| Practifi | Takes data from Practifi
|
Both sides list it, same direction |
Checked on the vendor's site · Oct 6 |
| ProTracker | Takes data from ProTracker
|
Checked on the vendor's site · Oct 6 | |
| Redtail | Takes data from Redtail
|
Both sides list it |
Checked on the vendor's site · Oct 6 |
| Salentica | Takes data from Salentica
|
Checked on the vendor's site · Oct 6 | |
| SmartOffice | Takes data from SmartOffice
|
Both sides list it, same direction |
Checked on the vendor's site · Oct 6 |
| Wealthbox | Takes data from Wealthbox
|
Both sides list it |
Checked on the vendor's site · Oct 6 |
| XLR8 | Takes data from XLR8
|
Checked on the vendor's site · Oct 6 |
Custodians (8)
| Connects to | What MoneyGuide's site says | Does the other side list it? | Where we read it |
|---|---|---|---|
| Altruist | Takes data from Altruist
|
See what connects to Altruist | Checked on the vendor's site · Oct 6 |
| Axos Advisor Services | Takes data from Axos Advisor Services
|
Checked on the vendor's site · Oct 6 | |
| Fidelity | Takes data from Fidelity
|
See what connects to Fidelity | Checked on the vendor's site · Oct 6 |
| LPL Financial | Takes data from and sends data to LPL Financial
|
Checked on the vendor's site · Oct 6 | |
| Pershing | Takes data from Pershing
|
See what connects to Pershing | Checked on the vendor's site · Oct 6 |
| Schwab | Takes data from Schwab
|
See what connects to Schwab | Checked on the vendor's site · Oct 6 |
| SEI | Takes data from SEI
|
Checked on the vendor's site · Oct 6 | |
| TradePMR | Takes data from TradePMR
|
Checked on the vendor's site · Oct 6 |
Other software (53)
| Connects to | What MoneyGuide's site says | Does the other side list it? | Where we read it |
|---|---|---|---|
| Addepar | Takes data from Addepar
|
See what connects to Addepar | Checked on the vendor's site · Oct 6 |
| Advent Axys/APX | Takes data from Advent Axys/APX
|
Checked on the vendor's site · Oct 6 | |
| Advice Pay | Single sign-on with Advice Pay; the vendor doesn't describe data moving
|
Checked on the vendor's site · Oct 6 | |
| Advisor Products | Sends data to Advisor Products
|
Checked on the vendor's site · Oct 6 | |
| AdvisoryWorld | Sends data to AdvisoryWorld
|
Checked on the vendor's site · Oct 6 | |
| Albridge | Takes data from Albridge
|
Checked on the vendor's site · Oct 6 | |
| AppCrown | Takes data from and sends data to AppCrown
|
Checked on the vendor's site · Oct 6 | |
| AssetBook | Takes data from AssetBook
|
Checked on the vendor's site · Oct 6 | |
| Black Diamond | Takes data from and sends data to Black Diamond
|
See what connects to Black Diamond | Checked on the vendor's site · Oct 6 |
| Blueleaf | Takes data from Blueleaf
|
Checked on the vendor's site · Oct 6 | |
| Bridge | Takes data from and sends data to Bridge
|
Checked on the vendor's site · Oct 6 | |
| Broadridge Advisor Solutions | Single sign-on with Broadridge Advisor Solutions; the vendor doesn't describe data moving
|
Checked on the vendor's site · Oct 6 | |
| Broadridge Data Aggregation | Takes data from Broadridge Data Aggregation
|
Checked on the vendor's site · Oct 6 | |
| ByAllAccounts | Takes data from ByAllAccounts
|
Checked on the vendor's site · Oct 6 | |
| Capitect | Takes data from Capitect
|
Checked on the vendor's site · Oct 6 | |
| CircleBlack | Takes data from and sends data to CircleBlack
|
Checked on the vendor's site · Oct 6 | |
| Collegiate Funding Solutions | Sends data to Collegiate Funding Solutions
|
Checked on the vendor's site · Oct 6 | |
| Commonwealth Financial Network (Client360°) | Takes data from Commonwealth Financial Network (Client360°)
|
Checked on the vendor's site · Oct 6 | |
| Covr | Names Covr, with no detail
|
Checked on the vendor's site · Oct 6 | |
| Envestnet Analytics | Single sign-on with Envestnet Analytics; the vendor doesn't describe data moving
|
Checked on the vendor's site · Oct 6 | |
| Envestnet ENV | Takes data from and sends data to Envestnet ENV
|
Checked on the vendor's site · Oct 6 | |
| Envestnet Payments | Single sign-on with Envestnet Payments; the vendor doesn't describe data moving
|
Checked on the vendor's site · Oct 6 | |
| Equitable | Takes data from Equitable
|
Checked on the vendor's site · Oct 6 | |
| FIDx | Single sign-on with FIDx; the vendor doesn't describe data moving
|
Checked on the vendor's site · Oct 6 | |
| FinFolio | Takes data from FinFolio
|
Checked on the vendor's site · Oct 6 | |
| FIS Wealth Outsourcing Solutions | Takes data from FIS Wealth Outsourcing Solutions
|
Checked on the vendor's site · Oct 6 | |
| Flourish | Takes data from Flourish
|
Checked on the vendor's site · Oct 6 | |
| Hanlon (HAS' Solution 360°) | Takes data from Hanlon (HAS' Solution 360°)
|
Checked on the vendor's site · Oct 6 | |
| Healthpilot | Names Healthpilot, with no detail
|
Checked on the vendor's site · Oct 6 | |
| Infovisa | Takes data from Infovisa
|
Checked on the vendor's site · Oct 6 | |
| IPS AdvisorPro | Sends data to IPS AdvisorPro
|
Checked on the vendor's site · Oct 6 | |
| Ladder | Data moves with Ladder; the vendor doesn't say which way
|
Checked on the vendor's site · Oct 6 | |
| MaxMyInterest | Takes data from MaxMyInterest
|
Checked on the vendor's site · Oct 6 | |
| Morningstar Advisor Workstation | Sends data to Morningstar Advisor Workstation
|
Checked on the vendor's site · Oct 6 | |
| Morningstar Office | Takes data from Morningstar Office
|
Checked on the vendor's site · Oct 6 | |
| Morningstar Principia | Two-way with Morningstar Principia
|
Checked on the vendor's site · Oct 6 | |
| Morningstar Principia CAMS | Takes data from Morningstar Principia CAMS
|
Checked on the vendor's site · Oct 6 | |
| Morningstar Risk Profiler | Names Morningstar Risk Profiler, with no detail
|
Checked on the vendor's site · Oct 6 | |
| MX | Takes data from MX
|
Checked on the vendor's site · Oct 6 | |
| Nitrogen | Takes data from Nitrogen
|
See what connects to Nitrogen | Checked on the vendor's site · Oct 6 |
| Orion | Takes data from and sends data to Orion
|
See what connects to Orion | Checked on the vendor's site · Oct 6 |
| Orion Risk Intelligence | Sends data to Orion Risk Intelligence
|
Checked on the vendor's site · Oct 6 | |
| Panoramix | Takes data from Panoramix
|
Checked on the vendor's site · Oct 6 | |
| PayForED | Single sign-on with PayForED; the vendor doesn't describe data moving
|
Checked on the vendor's site · Oct 6 | |
| PortfolioCenter | Takes data from PortfolioCenter
|
Checked on the vendor's site · Oct 6 | |
| PreciseFP | Takes data from PreciseFP
|
See what connects to PreciseFP | Checked on the vendor's site · Oct 6 |
| StratiFi | Sends data to StratiFi
|
Checked on the vendor's site · Oct 6 | |
| Summit Wealth | Takes data from Summit Wealth
|
Checked on the vendor's site · Oct 6 | |
| Tamarac | Takes data from and sends data to Tamarac
|
See what connects to Tamarac | Checked on the vendor's site · Oct 6 |
| Tolerisk | Sends data to Tolerisk
|
Checked on the vendor's site · Oct 6 | |
| Trucendent | Sends data to Trucendent
|
Checked on the vendor's site · Oct 6 | |
| Wealth Access | Takes data from and sends data to Wealth Access
|
Checked on the vendor's site · Oct 6 | |
| Yodlee | Takes data from Yodlee
|
Checked on the vendor's site · Oct 6 |
Planning tools (4)
| Connects to | What MoneyGuide's site says | Does the other side list it? | Where we read it |
|---|---|---|---|
| Asset-Map | Sends data to Asset-Map
|
Checked on the vendor's site · Oct 6 | |
| eMoney Advisor | Takes data from and sends data to eMoney Advisor
|
Both sides list it |
Checked on the vendor's site · Oct 6 |
| FP Alpha | Sends data to FP Alpha
|
Checked on the vendor's site · Oct 6 | |
| Special Needs Map | Single sign-on with Special Needs Map; the vendor doesn't describe data moving
|
Checked on the vendor's site · Oct 6 |
CRMs that connect to MoneyGuide
| Tool | What the tool says the connection does | Where we read it | What one person pays a month (our sum) |
|---|---|---|---|
Names MoneyGuide, with no detail
|
Checked on the vendor's site · Oct 7 |
$39 a month for one person Checked on the vendor's site · Oct 6 | |
Names MoneyGuide, with no detail
|
Checked on the vendor's site · Oct 6 |
$52 a month for one person | |
Data moves with MoneyGuide; the vendor doesn't say which way
|
Checked on the vendor's site · Oct 6 |
$59 a month for one person | |
Sends data to MoneyGuide
|
Checked on the vendor's site · Oct 6 |
$135 a month for one person Checked on the vendor's site · Oct 6 | |
Names MoneyGuide, with no detail
|
Checked on the vendor's site · Oct 6 |
$207 a month for one person | |
Names MoneyGuide, with no detail
|
Checked on the vendor's site · Oct 6 |
$325 a month for one person Checked on the vendor's site · Oct 6 | |
Names MoneyGuide, with no detail
|
Checked on the vendor's site · Oct 28 |
||
Sends data to MoneyGuide
|
Checked on the vendor's site · Oct 6 |
||
Single sign-on with MoneyGuide; the vendor doesn't describe data moving
|
Checked on the vendor's site · Oct 6 |
||
Sends data to MoneyGuide
|
Checked on the vendor's site · Oct 6 |
Planning tools that connect to MoneyGuide
| Tool | What the tool says the connection does | Where we read it | What one person pays a month (our sum) |
|---|---|---|---|
Names MoneyGuide, with no detail
|
Checked on the vendor's site · Oct 6 |
AI tools that connect to MoneyGuide
| Tool | What the tool says the connection does | Where we read it | What one person pays a month (our sum) |
|---|---|---|---|
Sends data to MoneyGuide (through PreciseFP)
|
Checked on the vendor's site · Oct 13 |
$39 a month for one person | |
Data moves with MoneyGuide; the vendor doesn't say which way
|
Checked on the vendor's site · Oct 13 |
||
Names MoneyGuide, with no detail
|
Checked on the vendor's site · Oct 13 |
Before you rely on a connection
- Ask whether the connection is in the plan you'd buy, or costs extra.
- Ask how often data moves: as it changes, once a day, or when someone clicks.
- Single sign-on saves a login. Ask whether any data moves with it.