The type of license you choose is very important and our knowledgeable account managers can help you find the right fit for your firm or individual practice. We will help you address important questions such as: Who controls the data? What happens to client information when there is a change of firm or advisor? Who determines capital market assumptions, settings and configurations? We will make sure that you get just what you need to start planning with confidence.

All subscribers receive the benefit of our standard integrations. For Enterprise licenses we will be happy to discuss additional custom integrations to further increase efficiencies.

Contact the MoneyGuidePro Sales Team at 1.800.841.5312 or 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 and no more than one assistant.
Two (2) or more advisors who wish to share settings across the firm. This is a highly configurable retail solution. One (1) administrative assistant login is permitted per advisor license.
For firms purchasing on behalf of 25 or more advisors who want advanced reporting, custom integration and practice management consulting services. This is a highly configurable licensing solution.
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 + Contact the MoneyGuidePro Sales Team at 1.800.841.5312 or
Contact the MoneyGuidePro Sales Team at 1.800.841.5312 or
Yodlee® pricing (annual)3 $365 $365 per advisor $365 per advisor
Request Demo Request Demo Request Demo
Additional Information
Assistant logins permitted1 1 assistant 1 assistant per licensed advisor Unlimited
Data ownership By licensee Determined by firm Determined by firm
Training and support 1 advisor and 1 assistant All authorized users All authorized users
Client portal Included Included Included
Standard integrations Included Included Included
Report vault Included Included Included
Advisor-facing calculators Included Included Included
Report configuration Included Included Included
Custom logo Available Included Included
Custom portfolios Included Included
Compliance controls Standard Advanced
System usage reports Included
Dedicated MGP manager Included
Dedicated MGP analyst Available
Report customization Available
Branding customization Available
Custom integration Available
Client-facing calculators Available

1Our terms of service require each licensed advisor who interacts with MoneyGuidePro to have a software license. One (1) administrative assistant login per advisor license is permitted without purchasing an additional MGP license for the assistant. Administrative assistants are only permitted to view data and print reports. Each advisor and assistant will have individual logins to protect the integrity of your data.
2Pricing valid through April 15, 2016.
3Yodlee pricing is for 100 clients. Additional clients will be billed at $3.00 each per year.