MoneyGuide vs Conquest

MoneyGuide9.2Visit Conquest8.7Visit

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

vs

Conquest #8 in Financial Planning Software 8.7/10 Pricing on request · 14-day trial Free trial✓ 7 of 7 features Visit Conquest

• MoneyGuide fits best

  Goal-focused financial planning practices

• Conquest fits best

  Enterprise firms needing auditable planning

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Side by side

Feature	MoneyGuide 9.2/10 Visit ↗	Conquest 8.7/10 Visit ↗
At a glance
Editor score	9.2	8.7
Ranking	#3 in Financial Planning Software	#8 in Financial Planning Software
Best for	Goal-focused financial planning practices	Enterprise firms needing auditable planning
Pricing model	Paid	Paid
Starting price	Pricing on request	—
Free plan	Not checked yet	—
Free trial	—	14 days
Deployment	Cloud, Desktop, Mobile	Cloud
Platforms	Web, Windows, macOS, iOS	Web
Integrations	5 integrations	3 integrations
Features MoneyGuide 7/7 · Conquest 7/7
Cash-flow modeling	✓	✓
Goal planning	✓	✓
Tax planning	✓	✓
Scenario analysis	✓	✓
Insurance planning	✓	✓
Investment planning	✓	✓
Client portal	✓	✓
Our review
Pros	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	Holistic planning spans retirement, tax, insurance, estate and business needs Ranks strategies with a deterministic engine and AI expert system Adds APIs, client collaboration, analytics and compliance trails
Cons	Core pricing uses a contact-sales model The product is proprietary rather than open source Named integrations center on five listed financial platforms	Enterprise pricing is custom and scoped to the firm Independent-advisor self-serve access is waitlist-based and coming soon Its broad enterprise feature set may exceed smaller firms' needs
Our verdict	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 →	Conquest is financial planning software for financial institutions, wealth management firms, independent advisors, broker-dealers, banks, credit unions, insurers and pension providers. Its Strategic Advice Manager combines a deterministic… Read the review →

Strengths and trade-offs

• 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

• Conquest — where it wins

  • Holistic planning spans retirement, tax, insurance, estate and business needs
  • Ranks strategies with a deterministic engine and AI expert system
  • Adds APIs, client collaboration, analytics and compliance trails

  Where it doesn't

  • Enterprise pricing is custom and scoped to the firm
  • Independent-advisor self-serve access is waitlist-based and coming soon
  • Its broad enterprise feature set may exceed smaller firms' needs

• MoneyGuide9.2/10 · Pricing on request

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

  Visit MoneyGuideFull verdict →
• Conquest8.7/10 · Pricing on request · 14-day trial

  Enterprise planning with auditable recommendations, scenario analysis and firm-wide oversight.

  Visit ConquestFull verdict →