MoneyGuide
MoneyGuide: A broad planning suite for advisors managing goals, retirement, tax, insurance, and investment scenarios. Ranked #3 of 34 in Financial Planning Software by our editors (9.2/10); pricing: Pricing on request; best for goal-focused financial planning practices.
At a glance
- Editor score9.2 / 10
- PricingPricing on request
- Best forGoal-focused financial planning practices
- Scenario analysisYes
- Founded2000 · Powhatan, Virginia, United States
- Facts checked20 Sep 2026
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
Our verdict on MoneyGuide
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, insurance needs, investments, asset allocation, and scenario analysis. Advisors can share plans with clients through collaborative planning features and client portal access, while clients receive a more direct role in reviewing and engaging with their financial plans. The product is available across web, Windows, macOS, and iOS.
Its strongest fit is for practices that need more than retirement projections alone. Monte Carlo simulations support retirement and lifetime-income analysis, while cash-flow charts, tax-sensitive modeling, insurance analysis, investment planning, stress testing, and what-if scenarios bring multiple planning disciplines into one workflow. Custom client reports and report-history management also support ongoing plan presentation and maintenance. This breadth makes MoneyGuide suitable for comprehensive, goal-led advice rather than a narrow calculator or single-purpose planning tool.
MoneyGuide uses a contact-sales pricing model, with prospective customers directed toward a demo or sales conversation. Its ecosystem includes Yodlee, PreciseFP, Wealthscape NFS, Wealthscape FBS, and Wealthbox, supporting account aggregation and financial data exchange within the listed connections. Practices should choose MoneyGuide when multi-goal planning, advisor-client collaboration, and broad scenario coverage are priorities. It may be less suitable for buyers seeking a self-serve purchase path, an open-source product, or an ecosystem outside its named integrations.
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MoneyGuide pricing
MoneyGuide fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Cash-flow modeling | Yes |
| Goal planning | Yes |
| Tax planning | Yes |
| Scenario analysis | Yes |
| Insurance planning | Yes |
| Investment planning | Yes |
| Client portal | Yes |
| Deployment | Cloud, Desktop, Mobile |
| Platforms | Web, Windows, macOS, iOS |
| Integrations | 5 integrations: Yodlee, PreciseFP, Wealthscape NFS, Wealthscape FBS, Wealthbox |
| Pricing | Pricing on request (source) |
| Website | moneyguidepro.com |
| Facts checked | 20 Sep 2026 |
MoneyGuide integrations
MoneyGuide lists 5 integrations on its own site.
- Yodlee
- PreciseFP
- Wealthscape NFS
- Wealthscape FBS
- Wealthbox
Alternatives to MoneyGuide
- RightCapitalA broad advisor platform spanning planning, analysis, collaboration, and client access.9.4
- eMoney AdvisorA broad planning suite for advisory firms that need client collaboration and analysis.9.3
- XplanA broad advice-practice platform spanning planning, workflows, investments, compliance, and client engagement.9.1
See all MoneyGuide alternatives →
MoneyGuide vs the competition
- MoneyGuide vs RightCapital
- MoneyGuide vs eMoney Advisor
- MoneyGuide vs Xplan
- MoneyGuide vs NaviPlan
- MoneyGuide vs Orion Planning
- MoneyGuide vs Dynamic Planner
Compare MoneyGuide with any tool side by side →
Also Ranked In
MoneyGuide is ranked in 3 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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