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Pricing

The type of license you choose is very important. If your firm is larger than a single-advisor office, you must choose between the Office and Enterprise license, both providing your firm’s control of client data and firmwide settings and configuration (such as uniform capital market assumptions) for increased efficiencies across your team.

All subscribers receive the benefit of our standard integrations. For Enterprise licenses we will be happy to discuss additional custom integrations to help you further increase efficiencies. Contact the MGP Sales Team at 1.800.841.5312 or sales@moneyguidepro.com to learn more.

Solo License Office License Enterprise License
Who is it right for?1 For offices in which there is only one (1) licensed advisor. For offices with less than 50 advisors who want ability to share settings and clients across entire firm. For large offices or firms who want custom integration.
Pricing (annual, per advisor)2 $1,295
# of Advisors Cost per Advisor
2 $995
3 $975
4 $925
5-7 $850
8 $775
9-19 $750
20-29 $725
30-50 $700
Contact MGP Sales for Pricing
Yodlee® pricing (annual)3 $365 $365 per advisor $365 per advisor
Assistant logins permitted1 1 assistant Unlimited Unlimited
Data ownership By licensee Determined by firm Determined by firm
Training and support 1 advisor/1 assistant All authorized users All authorized users
Client portal Included Included Included
System integration Included Included Included
Report vault Included Included Included
Outstanding service Included Included Included
Advisor-facing calculators Included Included Included
Report customization Included Included Included
Logo customization Available Included Included
Compliance controls Included Included
Custom portfolios across all users Included Included
System usage reports Available Available
Custom integration Included
Client-facing calculators Included

1Our terms of service require each licensed advisor using our software to have a software license. Your assistants do not need to have licenses, but we will create additional logins to protect the integrity of your data.
2Pricing valid through 2014.
3Yodlee pricing is for 100 clients. Additional clients will be billed at $3.00 each per year.