MoneyGuidePro vs Vanilla
MoneyGuideProFinancial Planning and Analysis
$2,000/advisor/yearPublished price
VanillaOther
MoneyGuidePro Financial Planning and Analysis Everyone needs and deserves a quality financial plan. | Vanilla Other The #1 estate planning software for advisors. Simplify estate planning. Offer on-demand plans. Visualize client's estates with AI. Optimize taxes. | |
|---|---|---|
| Overview | ||
| Category | Financial Planning and Analysis | Other |
| What it is | Goal-based financial planning software for advisors from Envestnet. | Modern estate planning software for financial advisors. |
| 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… | Not published |
| Pricing model | Per seat | Per seat |
| Free options | No free plan · Free trial | No free plan |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2000 | 2019 |
| Team size | 201-500 employees | 11-50 employees |
| Headquarters | Powhatan, VA | San Francisco, CA |