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MoneyGuide review for financial advisors
By William Foster · Updated October 21, 2026
Verdict: MoneyGuide is best for goals-based planning conversations. Pricing: From $175/advisor/mo. Skip it if you want month-to-month planning software.
How we review: this is an editorial summary of what MoneyGuide publishes about its product and pricing, checked on October 21, 2026. We haven't run a hands-on test, we don't give star ratings, and vendors can't pay to change it.
At a glance
| Best for | Goals-based planning conversations |
|---|---|
| Category | Financial planning software |
| Starting price | From $175/advisor/mo |
| Free option | None listed |
| Pricing model | Published on the vendor's website |
| Website | www.moneyguidepro.com/ |
What MoneyGuide does
MoneyGuide, part of Envestnet, delivers personalized, actionable financial plans with advisor tools focused on client goals.
Key capabilities, per MoneyGuide
- Goals-based financial planning from Envestnet
- Wealth Studios adds detailed cash flow and advanced estate planning
- Add-ons for prospect engagement and interactive planning
Good fit if
You want goals-based planning conversations.
We recommend it for: CFPs, financial planners.
Skip it if
You want month-to-month planning software.
What to check before you buy
- All plans are annual subscriptions.
- Add-ons are priced per user per year.
- Check for broker-dealer or enterprise pricing.
- Have your compliance team review data handling and recordkeeping before any client data goes in.
How MoneyGuide compares on price
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| MoneyGuide | From $175/advisor/mo | None listed | Pricing details |
| eMoney Advisor | Contact vendor | None listed | Pricing details |
| RightCapital | From $149.95/advisor/mo | 14-day trial offered. | Pricing details |
| Asset-Map | From $149/mo | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
eMoney Advisor vs MoneyGuide · RightCapital vs MoneyGuide · Asset-Map vs MoneyGuide · All MoneyGuide alternatives
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FAQ
Is MoneyGuide good for financial advisors?
It's a strong fit for goals-based planning conversations. Envestnet's goals-based financial planning software.
What are MoneyGuide's main features?
Goals-based financial planning from Envestnet. Wealth Studios adds detailed cash flow and advanced estate planning. Add-ons for prospect engagement and interactive planning.
Who should not use MoneyGuide?
You want month-to-month planning software.
How much is MoneyGuide?
From $175/advisor/mo as of October 21, 2026. See the full plan list on our MoneyGuide pricing page.