MoneyGuidePro vs OnPlan
MoneyGuideProFinancial Planning and Analysis
$2,000/advisor/yearPublished price
OnPlanFinancial Planning and Analysis
$20,000/yrPublished price
MoneyGuidePro Financial Planning and Analysis Everyone needs and deserves a quality financial plan. | OnPlan Financial Planning and Analysis Mastering Project Controls for Effective Budgeting | |
|---|---|---|
| Overview | ||
| Category | Financial Planning and Analysis | Financial Planning and Analysis |
| What it is | Goal-based financial planning software for advisors from Envestnet. | FP&A platform bridging the gap between spreadsheets and enterprise planning tools with native Excel integration. |
| 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… | $20,000/yr |
| Pricing model | Per seat | Not available |
| Free options | No free plan · Free trial | Not available |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2000 | 2018 |
| Team size | 201-500 employees | 11-50 employees |
| Headquarters | Powhatan, VA | San Francisco, CA |