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iCapital vs MoneyGuidePro

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

Helping Financial Advisors and Wealth Managers incorporate alternative strategies at scale

MoneyGuidePro logo
MoneyGuidePro
Financial Planning and Analysis

Everyone needs and deserves a quality financial plan.

Overview
CategoryWealth Management PlatformsFinancial Planning and Analysis
What it isAlternative investment platform providing technology for advisors to access private markets products.Goal-based financial planning software for advisors from Envestnet.
Pricing
Published priceiCapital's current public materials do not provide a citable numeric starting price for the commercial offering. Pricing is therefore treated as sales-led or quote-based.$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
Founded20132000
Team size501-1000 employees201-500 employees
HeadquartersNew York, NYPowhatan, VA

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