Contact the MoneyGuide Sales Team at
1-800-841-5312 or request a demo below.

Choose the right solution for your business:

Monthly Annual
One

$50

per advisor

Annual Subscription / Paid Monthly

  • Online Fact Finder
  • Client Planning Portal
  • Powerful Integrations
  • Test Variables in PlayZone®
  • Financial and Lifestyle Goals
  • Health Care Cost Smart Goal
  • Holistic Stress Testing
  • Risk Tolerance
Request Demo
Pro

$125

per advisor

Annual Subscription / Paid Monthly

  • All One Features Plus
  • Custom CMA's
  • Risk Management (Life, Disability, Long-Term Care)
  • Estate Planning
  • Net Worth Statement
  • Action Item Summary
  • Custom Report Templates
  • What If Scenario Comparison
Request Demo
Elite

$175

per advisor

Annual Subscription / Paid Monthly

  • All Pro Features Plus
  • Total Income Modeling
  • Secure Income Modeling
  • Advanced Lifetime Protection
Request Demo
List price does not include any applicable state or local taxes that will be applied at time of purchase.

Add-Ons

With MX® and MoneyGuide, you create a living plan for your clients – providing meaningful probability of success in meeting their long-term goals.

$400 Annually - Per User

  Learn More

Provide your clients with access to Yodlee through the Client Portal so that they can link their accounts. Empower them with personal financial management tools and create a more complete and informed view of your clients.

$400 Annually - Per User

  Learn More

With a seamless integration, the Finametrica Risk Tolerance profile allows the client’s natural risk tolerance to be clearly identified and you to reconcile differences between couples.

$660 Annually - Per User

  Learn More
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