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Goals-based financial planning
MoneyGuide is financial planning software software offering goals-based financial planning software for advisors and their clients. MoneyGuide helps financial advisors work more efficiently and achieve better outcomes.
MoneyGuide is built for financial advisors. It suits teams that want goals planning without spreadsheets and disconnected tools.
Compared with alternatives like eMoney, MoneyGuide differentiates on goals planning. Pricing is quote-based and scoped to your usage and team size.
Pricing Model
Quote-based
Starting Price
Contact vendor
Free Options
Free trial
Core MoneyGuide for growing teams. Contact for a quote.
Advanced MoneyGuide for larger organizations. Contact for a quote.
| Feature | Professional Popular | Enterprise |
|---|---|---|
| goals planning | , | |
| Monte Carlo | , | |
| Integrations | , | |
| Analytics and reporting | , | |
| Standard support | , | |
| Everything in Professional | , | |
| client portal | , | |
| scenario analysis | , | |
| Advanced security and controls | , | |
| Dedicated support and onboarding | , |
Other
CRM
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
Advisory reporting and forecasting for advisors
Non-dilutive capital for SaaS and software founders.
Business planning, budgeting, and forecasting
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