Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Brokers-Dealers
Target firm size
- Enterprise
- Mid-Size
- Small
Product Description
Product Positioning
Goals-based financial planning platform with probability modeling and structured client engagement tools.
Description
MoneyGuide provides retirement income modeling and goal-based planning tools with integrations to major CRMs and portfolio systems and is widely distributed across broker-dealer and RIA channels.
Integrations
MoneyGuide has 58 integrations in our directory
Search below to find what you're looking for
- Addepar Level 3
- AdvicePay Level 1
- Advisor360 Level 3
- AdvisoryWorld Level 3
- Advyzon Level 4
- Albridge Level 3
- Altruist Level 3
- AppCrown Level 4
- Asset-Map Level 3
- AssetMark Level 3
- Axos Level 3
- BillFin Level 3
- Black Diamond Level 4
- blueleaf Level 3
- Bridge Financial Level 4
- Broadridge Level 3
- ByAllAccounts Level 3
- Capitect Level 3
- Cetera AdviceWorks Level 3
- CircleBlack Level 4
- Collegiate Funding Solutions Level 3
- DocuPace Level 1
- eMoney Advisor Level 4
- ENV2 Level 5
- Fidelity Wealthscape Level 3
- FinFolio Level 3
- FinMason Level 3
- FIS Wealth Level 3
- Flourish Cash Level 3
- FP Alpha Level 4
- Healthpilot Level 1
- Insurance Exchange Level 3
- InvestCloud Level 4
- LifeYield Level 3
- LPL Level 3
- Lumiant Level 3
- MaxMyInterest Level 3
- Morningstar Office Level 3
- Nitrogen Wealth Level 3
- Orion Advisor Services Level 4
- Panoramix Level 3
- PayForEd Level 1
- Pershing Level 3
- Pershing NetX360 Level 3
- Plaid Level 3
- PowerAdvisor Level 3
- PractiFI Level 3
- PreciseFP Level 3
- ProTracker Level 3
- Raymond James Level 3
- Redtail Level 3
- Salentica Level 3
- Salesforce Level 4
- Schwab Level 3
- Schwab Advisor Center Level 3
- SEI Wealth Level 3
- Skience Level 4
- SmartOffice Level 3
- Special Needs Map Level 1
- StratiFi Level 3
- Summit Wealth Level 3
- Tamarac Level 4
- Tolerisk Level 3
- TradePMR Level 3
- WealthAccess Level 4
- Wealthbox Level 3
- Wove Level 3
- XLR8 Level 3
- Yodlee Level 3
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APIs and Security
Security checks
Periodic SOC certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, SAML 2.0
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer portal features
None
Developer sandbox URL
No
