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Broadridge vs MoneyGuidePro

Broadridge logo
BroadridgeWealth Management Platforms
MoneyGuidePro logo
MoneyGuideProFinancial Planning and Analysis
$2,000/advisor/yearPublished price
Broadridge logo
Broadridge
Wealth Management Platforms

Global Leader - Financial Technology Solutions

MoneyGuidePro logo
MoneyGuidePro
Financial Planning and Analysis

Everyone needs and deserves a quality financial plan.

Overview
CategoryWealth Management PlatformsFinancial Planning and Analysis
What it isGlobal fintech platform providing investor communications, trading, and asset servicing technology to financial institutions.Goal-based financial planning software for advisors from Envestnet.
Pricing
Published priceNo public price. Broadridge sells enterprise fintech/SaaS and outsourced processing (investor communications, wealth/asset-management platforms, capital-markets and post-trade sys…$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 modelNot availablePer seat
Free optionsNo free plan · No free trialNo free plan · Free trial
Deal on CubbieNone right nowNone right now
Company
Founded20072000
Team size10000+ employees201-500 employees
HeadquartersLake Success, NYPowhatan, VA

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