QuantRidge vs MoneyGuidePro
Goal-based planning software, widely used across the advice industry.
What each one is for
Goal-based planning conversations with clients. Its play-zone approach is genuinely good at making trade-offs tangible in a meeting.
Running a taxable portfolio with the tax consequences attached — cost basis across every account, wash-sale warnings before the repurchase, harvestable losses, Roth conversion room against bracket thresholds, and a Form 8949 your preparer can file from.
Choose MoneyGuidePro if
Your client conversations are built around goals and trade-offs.
We would rather say that here than have you find it out a month after subscribing to the wrong thing.
Where QuantRidge differs
Goal planning is one part of serving a client. QuantRidge covers the analytics, tax-lot detail and reporting that sit underneath the goals, for a flat firm fee.
The thing MoneyGuidePro cannot offer
MoneyGuidePro has a long tenure and a large base of advisory firms, each with workflows built on current behaviour. Backward compatibility at that scale is a genuine obligation, and obligations slow things down.
QuantRidge is small enough that one person's problem can become a feature. The Founding 50 is built around exactly that: 50 accounts at $40/month for 12 months, in exchange for telling us what is missing. We build it and you watch it ship. Month 13 renews at $175, which we would rather say here than in a footnote.
Questions people ask
Is QuantRidge a replacement for MoneyGuidePro?
Not always, and this page says where it is not. Your client conversations are built around goals and trade-offs. If that describes you, MoneyGuidePro is the better choice and plenty of people run both.
What does QuantRidge cost?
$175 a month for individuals, flat, with a 14-day free trial and no percentage of your assets. A limited Founding 50 offer is open: the next 50 approved accounts pay $40/month for 12 months, then renew at the $175 list price.
Can I run QuantRidge and MoneyGuidePro together?
Yes, and for some people that is the right setup rather than a compromise. What MoneyGuidePro is for: Goal-based planning conversations with clients. Its play-zone approach is genuinely good at making trade-offs tangible in a meeting. QuantRidge connects to brokerages read-only and does not touch anything MoneyGuidePro is doing, so running both costs you nothing beyond the second subscription.
Does QuantRidge manage my money?
No. QuantRidge is software, not a Registered Investment Adviser, broker or custodian. Brokerage connections are read-only — it can see positions and transactions but cannot trade or move money. Your money stays where it is.
Also compared with
MoneyGuidePro is a trademark of its owner and is not affiliated with QuantRidge. This comparison reflects our understanding as of the date above; confirm anything decisive on their site. Nothing here is investment, tax or legal advice.