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MoneyGuidePro vs Solver BI360

MoneyGuidePro logo
MoneyGuideProFinancial Planning and Analysis
$2,000/advisor/yearPublished price
Solver BI360 logo
Solver BI360Financial Planning and Analysis
From $195 / moPublished price
MoneyGuidePro logo
MoneyGuidePro
Financial Planning and Analysis

Everyone needs and deserves a quality financial plan.

Solver BI360 logo
Solver BI360
Financial Planning and Analysis

All Your Data. One Platform. Zero Silos.

Overview
CategoryFinancial Planning and AnalysisFinancial Planning and Analysis
What it isGoal-based financial planning software for advisors from Envestnet.Cloud financial reporting and budgeting platform for mid-market companies using Microsoft Dynamics and other ERPs.
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 $195 / mo
Rebranded from BI360 to Solver. BI360 Cloud Starter is offered at $195/mo (annual) including Report Designer, Cloud Portal, 6 users, data warehouse, one ERP integration, and a Sol…
Pricing modelPer seatCustom quote
Free optionsNo free plan · Free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20001996
Team size201-500 employees51-200 employees
HeadquartersPowhatan, VAStamford, CT

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