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eMoney Advisor vs MoneyGuide
Short answer: eMoney Advisor is best for comprehensive, cash-flow-based planning; MoneyGuide is best for goals-based planning conversations. MoneyGuide publishes pricing (From $175/advisor/mo); eMoney Advisor sells by quote. Book demos of both and test them on your real workflow.
| eMoney Advisor | MoneyGuide | |
|---|---|---|
| What it is | Financial planning software for advisors, planners and RIAs. | Envestnet's goals-based financial planning software. |
| Best for | Comprehensive, cash-flow-based planning | Goals-based planning conversations |
| Category | Financial planning software | Financial planning software |
| Free option | None listed | None listed |
| Starting price | Contact vendor | From $175/advisor/mo |
| Key capabilities |
|
|
| Skip it if | You want transparent self-serve pricing. | You want month-to-month planning software. |
| Details | eMoney Advisor overview | MoneyGuide overview |
| Visit eMoney Advisor Get a eMoney Advisor demo | Visit MoneyGuide Get a MoneyGuide demo |
About eMoney Advisor
eMoney offers financial planning solutions across every stage of advice, with client-facing tools that help clients see the impact of decisions.
Check before choosing eMoney Advisor
- Ask about pricing by advisor and by module
- Check whether your broker-dealer has a firm-level agreement
- Trial a real client scenario before committing
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
eMoney Advisor vs MoneyGuide: which is better for financial advisors?
eMoney Advisor is best for comprehensive, cash-flow-based planning; MoneyGuide is best for goals-based planning conversations. MoneyGuide publishes pricing (From $175/advisor/mo); eMoney Advisor sells by quote. Book demos of both and test them on your real workflow.
What is the difference between eMoney Advisor and MoneyGuide?
eMoney Advisor: Financial planning software for advisors, planners and RIAs. MoneyGuide: Envestnet's goals-based financial planning software.
Is eMoney Advisor or MoneyGuide cheaper?
MoneyGuide publishes pricing (From $175/advisor/mo); eMoney Advisor sells by quote.