Partner Types

Technology

Tiers
Preferred Plus

MoneyGuidePro

MoneyGuidePro and Addepar create a truly seamless solution to accessing and updating financial plans for clients.

MoneyGuidePro helps advisors direct their clients’ attention toward what matters most with a goals-based planning experience. When combined with portfolio accounting data from Addepar, advisors can easily present a truly comprehensive look at a client’s complete balance sheet to inform conversations and deliver more insightful advice. With real-time account linking, firms can have confidence that they’re always using the most up-to-date account data when building a plan or presenting reports.