Board vs MoneyGuidePro
BoardFinancial Planning and Analysis
CustomPublished price
MoneyGuideProFinancial Planning and Analysis
$2,000/advisor/yearPublished price
Board Financial Planning and Analysis The Enterprise Planning Platform with Agentic AI | MoneyGuidePro Financial Planning and Analysis Everyone needs and deserves a quality financial plan. | |
|---|---|---|
| Overview | ||
| Category | Financial Planning and Analysis | Financial Planning and Analysis |
| What it is | Intelligent planning platform combining business intelligence, performance management, and analytics. | Goal-based financial planning software for advisors from Envestnet. |
| Pricing | ||
| Published price | Custom Quote-based, use-case and named-user driven; the SaaS subscription bundles required infrastructure and users. Third-party sources indicate entry deals start around $10,000/year, b… | $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 model | Custom quote | Per seat |
| Free options | No free plan · No free trial | No free plan · Free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 1994 | 2000 |
| Team size | 1001-5000 employees | 201-500 employees |
| Headquarters | Lugano, Switzerland | Powhatan, VA |