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Pricing
Contact the MGP Sales Team at 1.800.841.5312 or sales@moneyguidepro.com to learn more.

Solo Practitioner Explanation
The MoneyGuidePro solo practitioner license may be used by one advisor plus their assistant. Our definition of a solo practitioner is a single financial planner, advisor, broker, and/or financial professional who practices in his or her own firm without another such professional as a partner, shareholder or employee. Our individual license agreement expressly prohibits silo or ensemble practice models from sharing a solo practitioner license.
MoneyGuidePro License Types Solo Practitioner    Explain EZ Office EZ Enterprise
For Solo Practitioners
One Advisor Per License
For RIA firms with multiple Advisors and
Admin working in a team environment
For firms with more
than 20 Advisors
Users 1 Advisor and 1 Assistant 2-20 IARs 20+
Ownership of Client Data Owned by the Individual Advisor Owned by the Firm Owned by the Firm
Pricing $1,295/yr List*   Terms Contact MGP Sales for Pricing Contact MGP Sales for Pricing
 Payment Options
Annually
Quarterly
Monthly
 Training & Support
Support Access Limited to 1 Advisor and 1 Assistant Unlimited Unlimited
Public
Private
 Compliance Oversight
Allow/Deny Access
Plan Review
Compliance Access
Firm Branding (Reports, Software & Client Portal) Add-On Included Included
PC, Mac, and Tablet Compatible
 Additional Features
All MGP Modules
Free upgrades during subscription
Same Price Guarantee for first renewal
Office Manager License
Admin Licenses
Terms of Service     Security
*MoneyGuidePro offers special pricing for advisors within certain Broker Dealers and Institutions that participate in our Preferred Partners program.
 Check with MoneyGuidePro or your Broker Dealer for eligibility.
Integrated Product Add-Ons* Solo Practitioner   Explain EZ Office EZ Enterprise
For Solo Practitioners
One Advisor Per License
For RIA firms with multiple Advisors and
Admin working in a team environment
For firms with more
than 20 Advisors
 CashEdgePro Account Aggregation
$1,500/yr List   Terms Contact MGP Sales for Pricing Contact MGP Sales for Pricing
Seamless integration within MGP
Online client access
Unlimited number of clients
License Agreement     Security
 Custom Logo $144/yr List   Terms Free Free
*The following Integrated Product Add-Ons are only available if you have a MoneyGuidePro Subscription.
Current Subscribers
When an Add-On is purchased, the initial term for your subscription will be the same as the remaining term for your MGP subscription. Therefore, the initial cost for the Add-On will be a prorated amount based upon the number of months remaining on your MGP subscription.
New Subscribers
When Add-Ons are purchased at the same time as MGP, the initial term will be one year, and the initial cost will be the appropriate Annual License Fee amount.
Price Guarantee
At the expiration of your initial term, your subscription for Add-Ons will automatically renew for one additional year at your current Annual License Fee amount for a full 12 month subscription, unless you elect to terminate. Each year thereafter, your subscription will renew at the price that is current at the time of renewal.
Money Back Guarantee
If you are unsatisfied with MoneyGuidePro or CashEdgePro within 30 days from your purchase date for the product, we will give you a full refund of the license fee (custom logo fees, if applicable, are non-refundable). After 30 days, no refund will be given.