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Asset-Map vs MoneyGuide
Short answer: Asset-Map is best for discovery meetings and visual client conversations; MoneyGuide is best for goals-based planning conversations. On price, Asset-Map is From $149/mo and MoneyGuide is From $175/advisor/mo (as of October 21, 2026). Book demos of both and test them on your real workflow.
| Asset-Map | MoneyGuide | |
|---|---|---|
| What it is | Visual financial planning software that maps a client's financial life on one page. | Envestnet's goals-based financial planning software. |
| Best for | Discovery meetings and visual client conversations | Goals-based planning conversations |
| Category | Financial planning software | Financial planning software |
| Free option | None listed | None listed |
| Starting price | From $149/mo | From $175/advisor/mo |
| Key capabilities |
|
|
| Skip it if | You need deep cash-flow or estate modeling; pair it with full planning software. | You want month-to-month planning software. |
| Details | Asset-Map overview | MoneyGuide overview |
| Visit Asset-Map Get a Asset-Map demo | Visit MoneyGuide Get a MoneyGuide demo |
About Asset-Map
Asset-Map focuses on visual planning to make financial conversations easier for clients to understand, and says it is SOC 2 certified and integrates with common advisor tools.
Check before choosing Asset-Map
- Annual billing is cheaper than monthly
- Decide whether white-labeling (Elite) matters to you
- Check integrations with your CRM
About MoneyGuide
MoneyGuide, part of Envestnet, delivers personalized, actionable financial plans with advisor tools focused on client goals.
Check before choosing MoneyGuide
- All plans are annual subscriptions
- Add-ons are priced per user per year
- Check for broker-dealer or enterprise pricing
FAQ
Asset-Map vs MoneyGuide: which is better for financial advisors?
Asset-Map is best for discovery meetings and visual client conversations; MoneyGuide is best for goals-based planning conversations. On price, Asset-Map is From $149/mo and MoneyGuide is From $175/advisor/mo (as of October 21, 2026). Book demos of both and test them on your real workflow.
What is the difference between Asset-Map and MoneyGuide?
Asset-Map: Visual financial planning software that maps a client's financial life on one page. MoneyGuide: Envestnet's goals-based financial planning software.
Is Asset-Map or MoneyGuide cheaper?
On price, Asset-Map is From $149/mo and MoneyGuide is From $175/advisor/mo (as of October 21, 2026).