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MoneyGuidePro vs Practifi

MoneyGuidePro logo
MoneyGuideProFinancial Planning and Analysis
$2,000/advisor/yearPublished price
Practifi logo
PractifiWealth Management Platforms
From $80 / seat / moPublished price
MoneyGuidePro logo
MoneyGuidePro
Financial Planning and Analysis

Everyone needs and deserves a quality financial plan.

Practifi logo
Practifi
Wealth Management Platforms

Intelligent CRM for RIAs That Demand More Power

Overview
CategoryFinancial Planning and AnalysisWealth Management Platforms
What it isGoal-based financial planning software for advisors from Envestnet.Client engagement platform for wealth management on Salesforce.
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 $80 / seat / mo
Three plans (per user/mo, annual commitment, billed annually or quarterly): Basic ~$80, Core ~$96, Pro ~$112 (third-party listings; Practifi's own site directs to sales). Salesfor…
Pricing modelPer seatCustom quote
Free optionsNo free plan · Free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20002013
Team size201-500 employees51-200 employees
HeadquartersPowhatan, VAChicago, IL

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