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MoneyGuidePro vs Orion Advisor Tech

MoneyGuidePro logo
MoneyGuideProFinancial Planning and Analysis
$2,000/advisor/yearPublished price
Orion Advisor Tech logo
Orion Advisor TechWealth Management Platforms
From $13,000 / yrPublished price
MoneyGuidePro logo
MoneyGuidePro
Financial Planning and Analysis

Everyone needs and deserves a quality financial plan.

Orion Advisor Tech logo
Orion Advisor Tech
Wealth Management Platforms

Run Your Firm. Not Your Tech Stack.

Overview
CategoryFinancial Planning and AnalysisWealth Management Platforms
What it isGoal-based financial planning software for advisors from Envestnet.Wealth management technology platform for financial advisors with portfolio accounting.
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…
From $13,000 / yr
Orion sells modular "Stacks" for advisors with public starting prices: Foundation ~$13,000/yr, Essentials ~$18,000/yr, Advantage ~$28,000/yr. Final cost varies by AUM, users, and…
Pricing modelPer seatTiered plans
Free optionsNo free plan · Free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20001999
Team size201-500 employees1001-5000 employees
HeadquartersPowhatan, VAOmaha, NE

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