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AdvisorEngine vs MoneyGuidePro

AdvisorEngine logo
AdvisorEngineWealth Management Platforms
$69/user/monthPublished price
MoneyGuidePro logo
MoneyGuideProFinancial Planning and Analysis
$2,000/advisor/yearPublished price
AdvisorEngine logo
AdvisorEngine
Wealth Management Platforms

Personal. Scientific. Beautiful.®

MoneyGuidePro logo
MoneyGuidePro
Financial Planning and Analysis

Everyone needs and deserves a quality financial plan.

Overview
CategoryWealth Management PlatformsFinancial Planning and Analysis
What it isWealth management technology platform with CRM, portfolio, and proposals.Goal-based financial planning software for advisors from Envestnet.
Pricing
Published price$69/user/month
AdvisorEngine CRM is published at $69 per user per month, billed annually, with a three-user minimum. Broader platform pricing varies by firm size and selected features and is quo…
$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 modelPer seatPer seat
Free optionsNo free plan · No free trialNo free plan · Free trial
Deal on CubbieNone right nowNone right now
Company
Founded20142000
Team size201-500 employees201-500 employees
HeadquartersNew York, NYPowhatan, VA

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