Best AI for AdvisorsDisclosure: Some links on this page may be affiliate links, which means we may earn a commission at no extra cost to you. Listings are independent and sponsored placements are always labeled. Learn more.
MoneyGuide
In one line: Envestnet's goals-based financial planning software.
| Best for | Goals-based planning conversations |
|---|---|
| Category | Financial planning software |
| Free option | Not confirmed; check vendor site |
| Pricing | From $175/advisor/mo · See all plans (as of October 21, 2026) |
| Website | www.moneyguidepro.com/ |
| Last checked | October 21, 2026 |
What it does
MoneyGuide, part of Envestnet, delivers personalized, actionable financial plans with advisor tools focused on client goals.
MoneyGuide review · MoneyGuide pricing · MoneyGuide alternatives
Get a MoneyGuide demo
Tell us a little about your firm and we'll pass your request to MoneyGuide's team. Free, no obligation.
Alternatives to MoneyGuide
eMoney Advisor
Comprehensive, cash-flow-based planning
RightCapital
Advisors who want intuitive planning tools
Compare: eMoney Advisor vs MoneyGuide · RightCapital vs MoneyGuide · Asset-Map vs MoneyGuide
Related guides
FAQ
What is MoneyGuide?
Envestnet's goals-based financial planning software.
Who is MoneyGuide best for?
Goals-based planning conversations. It is in our financial planning software category.
How much does MoneyGuide cost?
As of October 21, 2026, MoneyGuide's website lists: 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.
What are alternatives to MoneyGuide?
eMoney Advisor, RightCapital.