MoneyGuidePro vs Pontera
MoneyGuideProFinancial Planning and Analysis
$2,000/advisor/yearPublished price
PonteraWealth Management Platforms
MoneyGuidePro Financial Planning and Analysis Everyone needs and deserves a quality financial plan. | Pontera Wealth Management Platforms Infrastructure for modern, connected retirement planning | |
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| Overview | ||
| Category | Financial Planning and Analysis | Wealth Management Platforms |
| What it is | Goal-based financial planning software for advisors from Envestnet. | Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts. |
| 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… | No public rate card. Industry reporting (Kitces) states Pontera charges advisors roughly 30 basis points (0.30%) per year on the held-away assets managed through the platform; adv… |
| Pricing model | Per seat | Not available |
| Free options | No free plan · Free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2000 | 2012 |
| Team size | 201-500 employees | 201-500 employees |
| Headquarters | Powhatan, VA | New York, NY |