Covisum vs MoneyGuidePro
CovisumFaculty Management Software
MoneyGuideProFinancial Planning and Analysis
$2,000/advisor/yearPublished price
Covisum Faculty Management Software Grow your financial planning business with elite software | MoneyGuidePro Financial Planning and Analysis Everyone needs and deserves a quality financial plan. | |
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| Overview | ||
| Category | Faculty Management Software | Financial Planning and Analysis |
| What it is | Social Security claiming and retirement income planning platform for financial advisors. | Goal-based financial planning software for advisors from Envestnet. |
| Pricing | ||
| Published price | Covisum publishes a numeric starting price of $39.99 on its current pricing materials. Higher tiers, usage, support, or contract terms may increase the total cost. | $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 | Tiered plans | Per seat |
| Free options | No free plan · Free trial | No free plan · Free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2012 | 2000 |
| Team size | 11-50 employees | 201-500 employees |
| Headquarters | Leawood, KS | Powhatan, VA |