MoneyGuidePro vs Vise
MoneyGuideProFinancial Planning and Analysis
$2,000/advisor/yearPublished price
ViseAI for Finance
CustomPublished price
MoneyGuidePro Financial Planning and Analysis Everyone needs and deserves a quality financial plan. | Vise AI for Finance Build smarter portfolios, harvest more tax losses, and run your entire practice from one platform. | |
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| Overview | ||
| Category | Financial Planning and Analysis | AI for Finance |
| What it is | Goal-based financial planning software for advisors from Envestnet. | AI investment management platform for independent 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… | Custom Vise does not publish pricing; it is an SEC-registered platform sold to financial advisors and RIA aggregators with custom pricing (typically an asset-based or per-account fee). C… |
| Pricing model | Per seat | Custom quote |
| Free options | No free plan · Free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2000 | 2016 |
| Team size | 201-500 employees | 51-200 employees |
| Headquarters | Powhatan, VA | New York, NY |