IRESS vs MoneyGuidePro
IRESSWealth Management Platforms
From $25 / seat / moPublished price
MoneyGuideProFinancial Planning and Analysis
$2,000/advisor/yearPublished price
IRESS Wealth Management Platforms Powering progress in financial services | MoneyGuidePro Financial Planning and Analysis Everyone needs and deserves a quality financial plan. | |
|---|---|---|
| Overview | ||
| Category | Wealth Management Platforms | Financial Planning and Analysis |
| What it is | Financial technology platform for trading, wealth management, mortgages, and market data. | Goal-based financial planning software for advisors from Envestnet. |
| Pricing | ||
| Published price | From $25 / seat / mo Pricing depends on modules and number of users (monthly per-user fee). Iress publishes Xplan Mortgage plans starting from GBP 25/month per user; the core Xplan financial-planning… | $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 | Per seat | Per seat |
| Free options | No free plan · No free trial | No free plan · Free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 1993 | 2000 |
| Team size | 1001-5000 employees | 201-500 employees |
| Headquarters | Melbourne, Australia | Powhatan, VA |