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MoneyGuide alternatives for financial advisors
Short answer: The closest alternatives to MoneyGuide are eMoney Advisor (best for comprehensive, cash-flow-based planning), RightCapital (best for advisors who want intuitive planning tools), Asset-Map (best for discovery meetings and visual client conversations). MoneyGuide itself is best for goals-based planning conversations.
MoneyGuide: Envestnet's goals-based financial planning software. See the full MoneyGuide overview or all financial planning software tools.
MoneyGuide starts at
Lowest published starting price
Asset-Map: From $149/mo
Alternatives with a free option
RightCapital
Why advisors look beyond MoneyGuide
- All plans are annual subscriptions.
- Add-ons are priced per user per year.
- Check for broker-dealer or enterprise pricing.
- Not a fit if: You want month-to-month planning software.
3 alternatives to MoneyGuide
| Tool | Best for | Starting price | Free option | Link |
|---|---|---|---|---|
| eMoney Advisor Financial planning software for advisors, planners and RIAs. | Comprehensive, cash-flow-based planning | Contact vendor | None listed | Visit ↗ |
| RightCapital Financial planning software focused on ease of use and client engagement. | Advisors who want intuitive planning tools | From $149.95/advisor/mo | 14-day trial offered. | Visit ↗ |
| Asset-Map Visual financial planning software that maps a client's financial life on one page. | Discovery meetings and visual client conversations | From $149/mo | None listed | Visit ↗ |
Checked against vendor websites on October 21, 2026. List prices as of October 21, 2026; prices change often, so confirm on each vendor's site.
How to choose
- Choose eMoney Advisor if you want comprehensive, cash-flow-based planning.
- Choose RightCapital if you want advisors who want intuitive planning tools.
- Choose Asset-Map if you want discovery meetings and visual client conversations.
- Before you switch, list the integrations you rely on today and ask each vendor to confirm them in writing, then have compliance review data handling.
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FAQ
What is the best alternative to MoneyGuide?
It depends on what you need. eMoney Advisor is best for comprehensive, cash-flow-based planning; RightCapital is best for advisors who want intuitive planning tools; Asset-Map is best for discovery meetings and visual client conversations.
Why look for a MoneyGuide alternative?
Common reasons are integrations with the rest of your stack, firm size, features and price. MoneyGuide is best for goals-based planning conversations, so if that isn't you, compare the options below.
How much do MoneyGuide alternatives cost?
As of October 21, 2026, published starting prices are: RightCapital From $149.95/advisor/mo; Asset-Map From $149/mo. eMoney Advisor doesn't publish pricing. MoneyGuide is From $175/advisor/mo.