Cubbie Conference December 10, 2026 in San Francisco Get tickets →

MoneyGuidePro vs Strata Decision Technology

MoneyGuidePro logo
MoneyGuideProFinancial Planning and Analysis
$2,000/advisor/yearPublished price
Strata Decision Technology logo
Strata Decision TechnologyFinancial Planning and Analysis
CustomPublished price
MoneyGuidePro logo
MoneyGuidePro
Financial Planning and Analysis

Everyone needs and deserves a quality financial plan.

Strata Decision Technology logo
Strata Decision Technology
Financial Planning and Analysis

The "Gold Standard" for Financial Planning, Analytics and Performance

Overview
CategoryFinancial Planning and AnalysisFinancial Planning and Analysis
What it isGoal-based financial planning software for advisors from Envestnet.Financial planning and analytics platform for health systems providing budgeting, cost accounting, and continuous improvement tools.
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…
Custom
Enterprise healthcare EPM platform with no public pricing; quoted per health system by modules (planning, decision support/cost accounting, capital planning) and organization size…
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 employees501-1000 employees
HeadquartersPowhatan, VAChicago, IL

Buyers also compare

Hot in AI

Rising

CRM

Field Service Management

Project Management

Email Marketing

Cloud Hosting

Email Deliverability