Addepar vs MoneyGuide
Addepar
addepar.com
MoneyGuide
moneyguidepro.comSide by side
| Figure | Addepar | MoneyGuide |
|---|---|---|
| Price from | — | $10.42/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 1 | 15 |
| Spec score · Wealth Management | 8.2 (#4) | 8.9 (#1) |
| Founded | 2009 | 2000 |
| Headquarters | New York City, New York, United States | Powhatan, Virginia, United States |
| Integrations | Addepar offers prebuilt partner integrations and flexible APIs for connecting in-house and third-party systems. | The integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. |
| Support | Current clients are directed to contact their Client Success Manager or use Addepar Learn for client support. | Customer service is available by phone, email and chat Monday through Thursday 9 AM–6 PM ET and Friday 10 AM–6 PM ET. |
| What it does | Addepar is a data and AI platform that unifies financial data and streamlines workflows for investment professionals. | MoneyGuide is web-based financial-planning software for advisors using goal-based plans, risk management, asset allocation and lifetime-income analysis. |
Plans
MoneyGuide
- MyBlocks Individual$125 a year
- MyBlocks Individual$125 a month
- Client Portal with MX$400 a year
- Client Portal with Yodlee$400 a year
- MX add-on$400 a year
- Yodlee Client Portal add-on$400 a year
- Dash$500 a year
- Dash add-on$500 a year
- MyBlocks$600 a year
- MyBlocks add-on$600 a year
In their own words
Addepar
Addepar is a data and AI platform for investment professionals that brings financial data together and streamlines workflows. It models public and private assets for portfolio analysis across multiple asset classes, including alternatives. Users can build analytics and dashboards, model client and asset ownership structures, and review performance, allocation, risk, and tax lots. Reporting can be personalized, with workflows for generating and distributing reports. A branded client portal gives clients a live view of net worth and portfolio changes through web or mobile access. Fee management supports complex schedules, exclusions, and valuation methods, with underlying data available to audit calculations. AI-assisted parsing captures alternatives data for viewing alongside traditional assets. Prebuilt partner integrations and flexible APIs connect other systems; APIs also support data access, workflow automation, and extensions. Addepar is a hosted web-based service, with Android, iOS, web, and API platforms listed. Pricing is on request. It serves wealth managers, banks, family offices, fund managers, and institutional allocators.
MoneyGuide
MoneyGuide is financial planning software from Envestnet for financial advisors helping clients work toward lifetime financial goals. It supports goal-based, asset-allocation, and lifetime-income plans, including Monte Carlo simulations on a single income stream. Advisors and clients can collaborate online with view-only or update-all sharing permissions. Planning tools cover retirement, college, estate, insurance needs, risk management, taxes, and Social Security. What-if scenarios and stress tests can model changes in market returns, inflation, taxes, and longevity. Clients can link accounts through MX or Yodlee; listed integrations also include Redtail and Wealthbox. The company says it does not collect or store Social Security, credit card, or account numbers, and that client data is encrypted in transit. MoneyGuide is web-based and compatible with Windows PCs, Macs, iPads, and iPhones. It is non-transactional, so clients cannot access, move, or withdraw funds through the application. A MyBlocks trial lasts 14 days, requires no credit card, and expires automatically. Listed annual subscriptions include MoneyGuide at $2,000 a year per advisor; applicable state and local taxes are not included.