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ClearPoint Strategy vs MoneyGuidePro

ClearPoint Strategy logo
ClearPoint StrategyOKR and Goal Tracking
$150 / monthPublished price
MoneyGuidePro logo
MoneyGuideProFinancial Planning and Analysis
$2,000/advisor/yearPublished price
ClearPoint Strategy logo
ClearPoint Strategy
OKR and Goal Tracking

Planning software that perfectly fits your workflow

MoneyGuidePro logo
MoneyGuidePro
Financial Planning and Analysis

Everyone needs and deserves a quality financial plan.

Overview
CategoryOKR and Goal TrackingFinancial Planning and Analysis
What it isClearPoint Strategy is an AI-powered platform that combines hard data with human insights to give organizations one clear view of their strategic performance, eliminating the chaos of spreadsheets and scattered reports.Goal-based financial planning software for advisors from Envestnet.
Pricing
Published price$150 / month
Pricing is subscription-customized based on the number of users and features selected. It starts at $150 per user per month.
$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 optionsFree trialNo free plan · Free trial
Deal on CubbieNone right nowNone right now
Company
Founded20082000
Team size11-50 employees201-500 employees
HeadquartersArlington, VirginiaPowhatan, VA

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