eMoney Advisor vs MoneyGuide

eMoney Advisor9.3Visit MoneyGuide9.2Visit

Higher score eMoney Advisor #2 in Financial Planning Software 9.3/10 Pricing on request ✓ 7 of 7 features Visit eMoney Advisor

vs

MoneyGuide #3 in Financial Planning Software 9.2/10 Pricing on request ✓ 7 of 7 features Visit MoneyGuide

• eMoney Advisor fits best

  Full-service advisory firms

• MoneyGuide fits best

  Goal-focused financial planning practices

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Side by side

Feature	eMoney Advisor 9.3/10 Visit ↗	MoneyGuide 9.2/10 Visit ↗
At a glance
Editor score	9.3	9.2
Ranking	#2 in Financial Planning Software	#3 in Financial Planning Software
Best for	Full-service advisory firms	Goal-focused financial planning practices
Pricing model	Paid	Paid
Starting price	—	Pricing on request
Free plan	Not checked yet	Not checked yet
Free trial	—	—
Deployment	Cloud, Mobile	Cloud, Desktop, Mobile
Platforms	Web, iOS, Android	Web, Windows, macOS, iOS
Integrations	15 integrations	5 integrations
Features eMoney Advisor 7/7 · MoneyGuide 7/7
Cash-flow modeling	✓	✓
Goal planning	✓	✓
Tax planning	✓	✓
Scenario analysis	✓	✓
Insurance planning	✓	✓
Investment planning	✓	✓
Client portal	✓	✓
Our review
Pros	Covers goals, cash flow, tax, insurance, investment, and scenario planning Client Portal supports aggregation, budgeting, document storage, and goal tracking Web, mobile, API access, and 15 listed third-party integrations	Combines goal, retirement, cash-flow, tax, insurance, and investment planning Monte Carlo simulations, stress testing, and what-if scenario analysis Advisor-client sharing, portal access, and customizable reports
Cons	Pricing varies by organization and requires contacting sales Capabilities differ across Plus, Pro, and Premier packages Broad coverage may be more than narrow-scope planning teams need	Core pricing uses a contact-sales model The product is proprietary rather than open source Named integrations center on five listed financial platforms
Our verdict	eMoney Advisor is financial planning software for financial advisors, banks, broker-dealers, and registered investment advisors. Its coverage spans goals-based and cash-flow planning, tax calculations, scenario analysis, Monte Carlo… Read the review →	MoneyGuide is financial planning software from Envestnet MoneyGuide for financial advisors and their clients. Its scope covers goal-based planning for single or multiple goals, retirement and lifetime-income planning, cash flow, taxes,… Read the review →

Strengths and trade-offs

• eMoney Advisor — where it wins

  • Covers goals, cash flow, tax, insurance, investment, and scenario planning
  • Client Portal supports aggregation, budgeting, document storage, and goal tracking
  • Web, mobile, API access, and 15 listed third-party integrations

  Where it doesn't

  • Pricing varies by organization and requires contacting sales
  • Capabilities differ across Plus, Pro, and Premier packages
  • Broad coverage may be more than narrow-scope planning teams need

• MoneyGuide — where it wins

  • Combines goal, retirement, cash-flow, tax, insurance, and investment planning
  • Monte Carlo simulations, stress testing, and what-if scenario analysis
  • Advisor-client sharing, portal access, and customizable reports

  Where it doesn't

  • Core pricing uses a contact-sales model
  • The product is proprietary rather than open source
  • Named integrations center on five listed financial platforms

• eMoney Advisor9.3/10 · Pricing on request

  A broad planning suite for advisory firms that need client collaboration and analysis.

  Visit eMoney AdvisorFull verdict →
• MoneyGuide9.2/10 · Pricing on request

  A broad planning suite for advisors managing goals, retirement, tax, insurance, and investment scenarios.

  Visit MoneyGuideFull verdict →