---
title: MoneyGuidePro | FinFolio
description: MoneyGuidePro integrates with FinFolio allowing advisors to sync account holdings with financial plans in real-time
---

![](https://www.finfolio.com/hs-fs/hubfs/DMCUyOjn.png?width=162&name=DMCUyOjn.png "DMCUyOjn.png")

# FinFolio - MoneyGuidePro®

Push accounts and key calculations to your financial planning software

![money-guide-pro-logo](https://www.finfolio.com/hs-fs/hubfs/money-guide-pro-logo.png?width=300&name=money-guide-pro-logo.png)

MoneyGuidePro®, created by PIEtech®, is dedicated to making goal-based financial planning efficient and approachable. They provide easy-to-use financial planning tools that help advisors of all sizes customize their planning services to meet the unique needs of their clients.

MoneyGuidePro® pulls holding information from FinFolio to display on their financial planning site. Once the FinFolio® team sets up this integration it happens in real time, ensuring current information displays.

[![Let's chat](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/543464/670c9b16-feae-4ed9-a230-2f180dde6bee.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/543464/670c9b16-feae-4ed9-a230-2f180dde6bee)

 

| ![finfolio-3-1024-lock.png](https://www.finfolio.com/hs-fs/hubfs/finfolio-3-1024-lock.png?width=64&name=finfolio-3-1024-lock.png "finfolio-3-1024-lock.png") ### About FinFolio FinFolio is the best portfolio management software and trading software on the market, for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio management software platform. | ![piesync_logo.png](https://www.finfolio.com/hs-fs/hubfs/partners/piesync_logo.png?width=64&name=piesync_logo.png "piesync_logo.png") ### About MoneyGuidePro Our belief: Everyone needs and deserves a quality financial plan.® PIEtech® is dedicated to this mission – and focuses exclusively on helping advisors use financial planning to more effectively motivate each client to create, implement and maintain an investment strategy that best meets their lifetime financial goals. | ![asterisk.png](https://www.finfolio.com/hs-fs/hubfs/partners/asterisk.png?width=64&name=asterisk.png "asterisk.png") ### Features Top features: - See current data on both sites - See your financial plans in the context of current account activity - Save time spent on data entry - Avoid manual errors - Set it and forget it |
| --- | --- | --- |