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BudgetPak vs MoneyGuidePro

BudgetPak logo
BudgetPakFinancial Planning and Analysis
CustomPublished price
MoneyGuidePro logo
MoneyGuideProFinancial Planning and Analysis
$2,000/advisor/yearPublished price
BudgetPak logo
BudgetPak
Financial Planning and Analysis

Budget Smarter. Budget Faster.

MoneyGuidePro logo
MoneyGuidePro
Financial Planning and Analysis

Everyone needs and deserves a quality financial plan.

Overview
CategoryFinancial Planning and AnalysisFinancial Planning and Analysis
What it isBudget management software that makes the budget process easy for non-financial managers while maintaining control for finance.Goal-based financial planning software for advisors from Envestnet.
Pricing
Published priceCustom
XLerant does not publish pricing; sold via quote. Third-party estimates suggest roughly $50 per user/month, but figures are unverified. BudgetPak is cloud budgeting, forecasting,…
$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
Founded20012000
Team size11-50 employees201-500 employees
HeadquartersNew Haven, CTPowhatan, VA

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