MoneyGuidePro vs Vena
MoneyGuideProFinancial Planning and Analysis
$2,000/advisor/yearPublished price
VenaFinancial Planning & Analysis
MoneyGuidePro Financial Planning and Analysis Everyone needs and deserves a quality financial plan. | Vena Financial Planning & Analysis Plan Better. Achieve More. | |
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| Overview | ||
| Category | Financial Planning and Analysis | Financial Planning & Analysis |
| What it is | Goal-based financial planning software for advisors from Envestnet. | Complete planning platform native to Microsoft 365 with Excel front-end and centralized database. |
| 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… | Vena does not publish a citable numeric price on its current public vendor pages. Pricing is handled through sales, a quote request, or account-specific terms. |
| Pricing model | Per seat | Not available |
| Free options | No free plan · Free trial | No free plan · Free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2000 | 2011 |
| Team size | 201-500 employees | 501-1000 employees |
| Headquarters | Powhatan, VA | Toronto, Canada |