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MoneyGuidePro vs Stratify

MoneyGuidePro logo
MoneyGuideProFinancial Planning and Analysis
$2,000/advisor/yearPublished price
Stratify logo
StratifyFinancial Planning and Analysis
CustomPublished price
MoneyGuidePro logo
MoneyGuidePro
Financial Planning and Analysis

Everyone needs and deserves a quality financial plan.

Stratify logo
Stratify
Financial Planning and Analysis

Simplify strata.

Overview
CategoryFinancial Planning and AnalysisFinancial Planning and Analysis
What it isGoal-based financial planning software for advisors from Envestnet.Financial planning platform for early-stage startups with automated forecasting and investor reporting capabilities.
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
Strategic-finance/FP&A platform (Stratify Technologies). Annual subscription custom to org size and complexity; not priced per seat. Third-party data suggests roughly $15,000-$30,…
Pricing modelPer seatCustom quote
Free optionsNo free plan · Free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20002021
Team size201-500 employees11-50 employees
HeadquartersPowhatan, VASan Francisco, CA

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