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Compare planning tools

MoneyGuide vs Cheshire Wealth Manager

The same facts for both tools, side by side. Each tool's profile shows the date and source link for every fact. Firm size appears only where the vendor states it. We don't pick a winner.

MoneyGuide
$166.67 a month for one person (our sum)
Firm sizeNot assessed yet
55 data in23 data out1 two-way48 single sign-on
Cheshire Wealth Manager
No price found
Firm sizeNot assessed yet
No connection detail listed
MoneyGuide
Cheshire Wealth Manager
Starting price
From $2,000/advisor/yr
No price found
One person, cheapest plan (our sum)
About $166.67 a month
No price found
Where the price came from
Checked on the vendor's site · Oct 6
No price on their site · looked Oct 6
Price on their own site
Yes
No
Firm size
Not assessed yet
Not assessed yet
Advisors Assistant
Data in + single sign-on checked
None listed
Advyzon
Data in and out + single sign-on checked
None listed
Altruist
Data in checked
None listed
Axos Advisor Services
Data in checked
None listed
Grendel
Data in + single sign-on checked
None listed
AdvisorEngine
Junxure Cloud · Data in + single sign-on checkedJunxure-i (desktop) · Data in + single sign-on checked
None listed
LPL Financial
LPL Financial (ClientWorks) · Data in and out + single sign-on checked
None listed
Pershing
Pershing NetX360 · Data in + single sign-on checked
None listed
Practifi
Data in + single sign-on checked
None listed
ProTracker Advantage
Data in + single sign-on checked
None listed
Redtail
Data in + single sign-on checked
None listed
Salentica
Data in + single sign-on checked
None listed
Schwab
Schwab (OpenView Gateway) · Data in checked
None listed
SEI
Data in checked
None listed
TradePMR
TradePMR (Fusion) · Data in + single sign-on checked
None listed
Wealthbox
Data in + single sign-on checked
None listed
Fidelity
Fidelity (Wealthscape FBS) · Data in checkedNational Financial (Wealthscape NFS) · Data in checked
None listed
XLR8
Data in + single sign-on checked
None listed
SmartOffice
Zinnia SmartOffice · Data in + single sign-on checked
None listed
Connection costs
Connection cost: Yodlee account aggregation through the client portal is an add-on at $400 a year per user.
Checked on the vendor's site · Oct 6MoneyGuide pricing page
Connection cost: MX is an add-on at $400 a year per user.
Checked on the vendor's site · Oct 6MoneyGuide pricing page
Connection cost: The Morningstar Risk Profiler is an add-on at $739 a year per user.
Checked on the vendor's site · Oct 6MoneyGuide pricing page
Connection cost: MoneyGuide says the Schwab OpenView Gateway integration sets up with no downloading or additional costs.
Checked on the vendor's site · Oct 6MoneyGuide integration partners page (Schwab panel)
Connection cost: Cheshire Wealth Manager publishes no pricing for us to read.
Leaving later
To keep your own copy, save client reports, which open as PDFs, to your computer.
Checked on the vendor's site
We couldn't find export instructions on Cheshire Software, Inc.'s site.Not found
Fits best if (our judgement)
Not assessed yet
Not assessed yet
Full profile
MoneyGuide profile
Cheshire Wealth Manager profile