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Accountagility vs MoneyGuidePro

Accountagility logo
AccountagilityFinancial Close Management
CustomPublished price
MoneyGuidePro logo
MoneyGuideProFinancial Planning and Analysis
$2,000/advisor/yearPublished price
Accountagility logo
Accountagility
Financial Close Management

Financial Solutions to save the Finance Office up to 80% of Time and Effort

MoneyGuidePro logo
MoneyGuidePro
Financial Planning and Analysis

Everyone needs and deserves a quality financial plan.

Overview
CategoryFinancial Close ManagementFinancial Planning and Analysis
What it isExcel-based close management with reconciliation, review workflows, and audit trails that preserve spreadsheet workflows.Goal-based financial planning software for advisors from Envestnet.
Pricing
Published priceCustom
No public pricing; quoted by business size and complexity. Contact sales for a quote.
$2,000/advisor/year
MoneyGuide publishes advisor pricing: MoneyGuide is $2,000 per advisor annually or $175 per advisor/month with an annual subscription paid monthly. Wealth Studios is $2,500 annual…
Pricing modelCustom quotePer seat
Free optionsNo free plan · No free trialNo free plan · Free trial
Deal on CubbieNone right nowNone right now
Company
Founded20102000
Team size11-50 employees201-500 employees
HeadquartersLondon, UKPowhatan, VA

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