MoneyGuide vs Orion Planning

MoneyGuide9.2Visit Orion Planning8.9Visit

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

vs

Orion Planning #6 in Financial Planning Software 8.9/10 Pricing on request ✓ 7 of 7 features Visit Orion Planning

• MoneyGuide fits best

  Goal-focused financial planning practices

• Orion Planning fits best

  Orion-integrated wealth management teams

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Side by side

Feature	MoneyGuide 9.2/10 Visit ↗	Orion Planning 8.9/10 Visit ↗
At a glance
Editor score	9.2	8.9
Ranking	#3 in Financial Planning Software	#6 in Financial Planning Software
Best for	Goal-focused financial planning practices	Orion-integrated wealth management teams
Pricing model	Paid	Paid
Starting price	Pricing on request	Pricing on request
Free plan	Not checked yet	Not checked yet
Free trial	—	—
Deployment	Cloud, Desktop, Mobile	Cloud, Mobile
Platforms	Web, Windows, macOS, iOS	Web, iOS, Android
Integrations	5 integrations	7 integrations
Features MoneyGuide 7/7 · Orion Planning 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	Combines cash flow, goals, tax, insurance, and investment planning Connects plans with Orion, custodial feeds, Envestnet MoneyGuide, and Apex Provides Monte Carlo analysis, behavioral tools, and branded client reports
Cons	Core pricing uses a contact-sales model The product is proprietary rather than open source Named integrations center on five listed financial platforms	Pricing requires a tailored quote based on firm size and configuration Its strongest ecosystem fit is centered on Orion products and integrations Advanced planning breadth may exceed the needs of simpler advisory firms
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 →	Orion Planning is a financial planning platform for RIAs, broker-dealer practitioners, and other wealth-management organizations. It combines cash-flow modeling from the current month through the end of a plan with goals-based planning,… 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

• Orion Planning — where it wins

  • Combines cash flow, goals, tax, insurance, and investment planning
  • Connects plans with Orion, custodial feeds, Envestnet MoneyGuide, and Apex
  • Provides Monte Carlo analysis, behavioral tools, and branded client reports

  Where it doesn't

  • Pricing requires a tailored quote based on firm size and configuration
  • Its strongest ecosystem fit is centered on Orion products and integrations
  • Advanced planning breadth may exceed the needs of simpler advisory firms

• MoneyGuide9.2/10 · Pricing on request

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

  Visit MoneyGuideFull verdict →
• Orion Planning8.9/10 · Pricing on request

  A broad planning platform for wealth teams centered on the Orion ecosystem.

  Visit Orion PlanningFull verdict →