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MoneyGuidePro vs OneStream XF

MoneyGuidePro logo
MoneyGuideProFinancial Planning and Analysis
$2,000/advisor/yearPublished price
OneStream XF logo
OneStream XFSpatial Analytics
CustomPublished price
MoneyGuidePro logo
MoneyGuidePro
Financial Planning and Analysis

Everyone needs and deserves a quality financial plan.

OneStream XF logo
OneStream XF
Spatial Analytics

Move Finance forward

Overview
CategoryFinancial Planning and AnalysisSpatial Analytics
What it isGoal-based financial planning software for advisors from Envestnet.Unified CPM platform for financial consolidation, planning, and analytics used by large industrial firms.
Pricing
Published price$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…
Custom
Enterprise EPM/CPM sold via annual SaaS subscription with no public list price. Third-party estimates put entry deployments around $50K-$100K/yr and typical enterprise scope at $1…
Pricing modelPer seatCustom quote
Free optionsNo free plan · Free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20002010
Team size201-500 employees1001-5000 employees
HeadquartersPowhatan, VABirmingham, Michigan, USA

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