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How much do AI financial planning software tools cost for financial advisors?
Short answer: Of 4 financial planning software tools we list, 3 publish prices. The lowest starting price is Asset-Map (From $149/mo) and the highest is MoneyGuide (From $175/advisor/mo). RightCapital offers a free plan or trial. eMoney Advisor prices by quote.
Starting prices, lowest first
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Asset-Map | From $149/mo | None listed | Pricing details |
| RightCapital | From $149.95/advisor/mo | 14-day trial offered. | Pricing details |
| MoneyGuide | From $175/advisor/mo | None listed | Pricing details |
| eMoney Advisor | Contact vendor | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
Plan-by-plan
Asset-Map
- Professional: $149/month, or $1,699/year
- Elite: $199/month, or $2,269/year
- Firm (3+ advisors): Custom pricing
RightCapital
- Basic: $149.95/advisor/month
- Premium: $209.95/advisor/month
- Platinum: $254.95/advisor/month
- Assistant access: $40/assistant/month
MoneyGuide
- MoneyGuide: $2,000/advisor/year, or $175/month on an annual subscription
- Wealth Studios: $2,500/advisor/year, or $216.67/month on an annual subscription
- Platform (all-in-one): $3,000/advisor/year, or $258.33/month on an annual subscription
- Add-ons: e.g. Dash $500/user/year, MyBlocks $600/user/year
See features and fit on best financial planning software tools for financial advisors.
FAQ
How much do financial planning software tools cost for financial advisors?
Of 4 financial planning software tools we list, 3 publish prices. The lowest starting price is Asset-Map (From $149/mo) and the highest is MoneyGuide (From $175/advisor/mo). RightCapital offers a free plan or trial. eMoney Advisor prices by quote.
What's the cheapest financial planning software tool for advisors?
By published starting price, Asset-Map at From $149/mo (as of October 21, 2026). The cheapest tool isn't always the best fit; compare features and integrations too.
Which financial planning software is easiest to learn?
Ease of use is subjective. Most vendors offer demos or trials, so test a real client scenario in two or three before committing.