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Planning software

MoneyGuide

Interactive goals-based financial planning software advisors use to build and present client plans.

Made by MoneyGuide, Inc. (Envestnet) Visit MoneyGuide's website
Starting priceFrom $2,000/advisor/yr
One person: about $166.67 a month (our sum)
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed79 connectionsAdvisors Assistant, Advyzon, Altruist and 76 more. Source and date for each below. AI tools among them: Claude (MCP server).
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What their website looks like

Screenshot of MoneyGuide's homepage
MoneyGuide's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
MoneyGuide $2,000/advisor/yr
per advisor, per year
 Annual subscription
$175.00 per advisor a month if the annual subscription is paid monthly. Goals-based planning.
Wealth Studios $2,500/advisor/yr
per advisor, per year
 Annual subscription
$216.67 per advisor a month if the annual subscription is paid monthly. Detailed cash-flow and advanced estate planning.
Platform $3,000/advisor/yr
per advisor, per year
 Annual subscription
$258.33 per advisor a month if the annual subscription is paid monthly. Includes MoneyGuide, Wealth Studios, Dash and MyBlocks.

List prices exclude state or local taxes.

Add-ons, priced per user a year: Dash $500, MyBlocks $600, Yodlee client-portal aggregation $400, MX aggregation $400, Morningstar Risk Profiler $739.

Source: MoneyGuide pricing page (Annual view on first load; Monthly view captured after setting the Annual/Monthly switch). Checked on the vendor's site, Oct 6.

Where MoneyGuide sits on price

MoneyGuideOther planning tools

Cheapest plan for one person, per month (our sum from each price page). 10 of 17 planning tools have a US-dollar price we can put per person.

MaxiFi PRO$49.92/moScenariosX$83.33/moWealthTrace$87.42/moMoneytree$99.58/moRightCapital$149.95/moVoyant$150/moIncome Lab$165.83/moMoneyGuide$166.67/moFinDash$239.20/moWealthTec Suite$291.25/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

What connects to MoneyGuide

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

AddeparAdvisors AssistantAdvyzonAlbridgeAltruistAppCrownAssetBookAxos Advisor Servicesand 47 more below
MoneyGuide79 connections listed

Data goes out to

Advisor ProductsAdvisoryWorldAdvyzonAppCrownAsset-MapBlack Diamond (Advent)BridgeCollegiate Funding Solutionsand 15 more below
Two-way
Morningstar Principia
Single sign-on
Advice PayAdvisors AssistantAdvisor ProductsAdvisoryWorldAdvyzonAlbridgeAppCrownAsset-MapBlack Diamond (Advent)BridgeBroadridge Advisor SolutionsBroadridge Data Aggregationand 36 more
Direction not stated
Ladder
Listed, no detail
CovrHealthpilotMorningstar Risk Profiler
Advisors Assistant
Checked on the vendor's site
  • Data in: client data
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Advyzon
Checked on the vendor's site
  • Data in: accounts
  • Data out: adopted plan monte carlo, saved reports
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Altruist
Checked on the vendor's site
  • Data in: client accounts
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Asset-Map
Checked on the vendor's site
  • Data out: client accounts
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Axos Advisor Services
Checked on the vendor's site
  • Data in: accounts, added to a client
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
eMoney Advisor
Checked on the vendor's site
  • Data in: a client
  • Data out: investments assets, adopted plan monte carlo, saved reports
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
FP Alpha
Checked on the vendor's site
  • Direction not stated: client data
  • Data out: investments assets
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Grendel
Checked on the vendor's site
  • Data in: a client
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Junxure Cloud
Checked on the vendor's site
  • Data in: clients
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Junxure-i (desktop)
Checked on the vendor's site
  • Data in: clients
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
LPL Financial (ClientWorks)
Checked on the vendor's site
  • Data in: client personal information, investments
  • Data out: adopted plan monte carlo, saved reports
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Pershing NetX360
Checked on the vendor's site
  • Direction not stated: existing MoneyGuide clients linked
  • Data in: investments
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Practifi
Checked on the vendor's site
  • Data in: client personal information, investments, liabilities
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
ProTracker Advantage
Checked on the vendor's site
  • Data in: client data
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Redtail
Checked on the vendor's site
  • Data in: accounts
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Salentica
Checked on the vendor's site
  • Data in: client accounts
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Schwab (OpenView Gateway)
Checked on the vendor's site
  • Data in: account-level balances and positions with cost basis, in real time
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
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)
SEI
Checked on the vendor's site
  • Direction not stated: client import
  • Data in: investments
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Special Needs Map
Checked on the vendor's site
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
TradePMR (Fusion)
Checked on the vendor's site
  • Data in: client data
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Wealthbox
Checked on the vendor's site
  • Data in: client data
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Fidelity (Wealthscape FBS)
Checked on the vendor's site
  • Data in: client accounts and position values, refreshed
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
National Financial (Wealthscape NFS)
Checked on the vendor's site
  • Data in: client accounts and position values, refreshed
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
XLR8
Checked on the vendor's site
  • Data in: client personal information, investments, insurance, liabilities, other assets
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Zinnia SmartOffice
Checked on the vendor's site
  • Data in: a client
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.

AI assistants and note-takers

The AI assistants and meeting note-takers among the tools MoneyGuide, Inc. (Envestnet) lists. How each one connects is in MoneyGuide, Inc. (Envestnet)'s own words, or marked as not stated. Ask what the AI tool can see and change, and where your clients' data goes.

Claude
Checked on the vendor's site
  • Through an MCP server (an open standard that lets AI assistants connect to other software)
  • Data out: a plan snapshot: plan health, goals and net worth summary
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Other software it connects to (53)

Portfolio, reporting, email, calendar and similar tools MoneyGuide, Inc. (Envestnet) lists.

Addepar
Checked on the vendor's site
  • Data in: client accounts
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Advice Pay
Checked on the vendor's site
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Advisor Products
Checked on the vendor's site
  • Data out: adopted plan net worth, adopted plan allocation, adopted plan monte carlo, saved reports
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
AdvisoryWorld
Checked on the vendor's site
  • Data out: investments assets
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Albridge
Checked on the vendor's site
  • Data in: accounts, added to a client
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
AppCrown
Checked on the vendor's site
  • Data in: client personal information, investments
  • Data out: saved reports
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
AssetBook
Checked on the vendor's site
  • Data in: client accounts
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Black Diamond (Advent)
Checked on the vendor's site
  • Data in: clients
  • Data out: adopted plan monte carlo
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Blueleaf
Checked on the vendor's site
  • Data in: linked accounts
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Bridge
Checked on the vendor's site
  • Direction not stated: clients linked
  • Data in: investments
  • Data out: saved reports
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Broadridge Advisor Solutions
Checked on the vendor's site
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Broadridge Data Aggregation
Checked on the vendor's site
  • Data in: client accounts
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Capitect
Checked on the vendor's site
  • Data in: client accounts
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Collegiate Funding Solutions
Checked on the vendor's site
  • Data out: a client
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
CircleBlack
Checked on the vendor's site
  • Data in: client personal information, investments
  • Data out: adopted plan monte carlo
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Commonwealth Financial Network (Client360°)
Checked on the vendor's site
  • Data in: client personal information, investments, insurance, liabilities, other assets
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Covr
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Equitable
Checked on the vendor's site
  • Data in: Equitable clients, searched and linked within MoneyGuide
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Envestnet ENV
Checked on the vendor's site
  • Data in: client information
  • Data out: investments assets
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Envestnet Analytics
Checked on the vendor's site
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Envestnet Payments
Checked on the vendor's site
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
PortfolioCenter (Envestnet)
Checked on the vendor's site
  • Data in: portfolios, as accounts
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Advisor View (Envestnet Tamarac)
Checked on the vendor's site
  • Data in: household data
  • Data out: adopted plan monte carlo, saved reports
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
FIDx
Checked on the vendor's site
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
FinFolio
Checked on the vendor's site
  • Data in: client accounts
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
FIS Wealth Outsourcing Solutions
Checked on the vendor's site
  • Data in: investments
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Flourish
Checked on the vendor's site
  • Data in: accounts
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Hanlon (HAS' Solution 360°)
Checked on the vendor's site
  • Data in: accounts
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Healthpilot
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Infovisa
Checked on the vendor's site
  • Data in: client accounts
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
IPS AdvisorPro
Checked on the vendor's site
  • Data out: a client's accounts, risk questionnaire (RTQ) and target portfolios
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Ladder
Checked on the vendor's site
  • Direction not stated: coverage estimates, term life quotes and links for clients to apply, all from within MoneyGuide
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Max (MaxMyInterest)
Checked on the vendor's site
  • Data in: held-away cash balance data
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Morningstar Advisor Workstation
Checked on the vendor's site
  • Data out: investments assets
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Morningstar ByAllAccounts
Checked on the vendor's site
  • Data in: client accounts
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Morningstar Office
Checked on the vendor's site
  • Data in: investments
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Morningstar Principia
Checked on the vendor's site
  • Two-way: assets
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Morningstar Principia CAMS
Checked on the vendor's site
  • Data in: client accounts
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Morningstar Risk Profiler
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
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
With it: MoneyGuide plan $166.67 + connection $61.58 = about $228.25 a month for one person (our sum).
MX
Checked on the vendor's site
  • Direction not stated: account data, through data aggregation
  • Data in: investments, insurance, liabilities, other assets
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Connection cost: MX is an add-on at $400 a year per user.
Checked on the vendor's site · Oct 6MoneyGuide pricing page
With it: MoneyGuide plan $166.67 + connection $33.33 = about $200 a month for one person (our sum).
Nitrogen
Checked on the vendor's site
  • Data in: client Risk Number
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Orion
Checked on the vendor's site
  • Data in: a client
  • Data out: adopted plan net worth, adopted plan monte carlo, saved reports
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Orion Risk Intelligence
Checked on the vendor's site
  • Data out: a client's holdings
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Panoramix
Checked on the vendor's site
  • Data in: accounts and holdings
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
PayForED
Checked on the vendor's site
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
PreciseFP
Checked on the vendor's site
  • Data in: personal details, assets, liabilities and insurance policies
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Advent Axys and APX
Checked on the vendor's site
  • Data in: the financial planning extract file
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
StratiFi
Checked on the vendor's site
  • Data out: client data
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Summit Wealth
Checked on the vendor's site
  • Data in: investments
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Tolerisk
Checked on the vendor's site
  • Data out: client data
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Trucendent
Checked on the vendor's site
  • Direction not stated: client data
  • Data out: investments assets
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Wealth Access
Checked on the vendor's site
  • Data in: client personal information, investments, insurance, liabilities, other assets
  • Data out: adopted plan monte carlo, saved reports
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
Yodlee
Checked on the vendor's site
  • Data in: held-away assets, through data aggregation
  • Single sign-on
Source: MoneyGuide integrations page (partner panel, opened by clicking the logo). Checked Oct 6.
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
With it: MoneyGuide plan $166.67 + connection $33.33 = about $200 a month for one person (our sum).

Moving to MoneyGuide from another tool

What MoneyGuide, Inc. (Envestnet)'s own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

We didn't find it on the MoneyGuide pages we read

We looked on Oct 8. Before you sign, ask MoneyGuide, Inc. (Envestnet) which tools they import from, what comes across (contacts, notes, documents, history), who does the work, and whether it costs extra.

Leaving later

To keep your own copy, save client reports, which open as PDFs, to your computer.
Checked on the vendor's site · Oct 6

Source: MoneyGuide FAQ (answer opened by clicking the question)

Of the 16 other planning tools whose pages we've read for this, 1 says on its own site that it imports from MoneyGuide: RightCapital. Each one's profile says what comes across.

Also mentions MoneyGuide, in words we couldn't label as an import: Income Lab. Its profile shows the words.

Fits best if

Our judgement

We haven't assessed fit for MoneyGuide yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare MoneyGuide with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

MaxiFi PRO
From $599/advisor/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
ScenariosX
From $1,000/login/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
WealthTrace
From $1,049/advisor/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
Moneytree
From $1,195/user/yr
Checked on the vendor's site · Oct 6
Salesforce Financial Services Cloud · Data link, direction not stated checkedSchwab · Data in checkedRedtail · Data in checkedWealthbox · Data in checked
View profile

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