Pricing

The solutions MoneyGuidePro provides can be as easily adopted by a five-person office as they can by a 500-person enterprise.

Contact the MoneyGuidePro® Sales Team at
1-800-841-5312 or sales@moneyguidepro.com

Individual

$1295

Discounts may apply—call for more information.

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Ensemble

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For 2-19 users who wish to share clients and/or settings.

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Enterprise / Institution

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For licensing across an entire firm with over 20 users.

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Add-Ons

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

$365 Annually - Per User

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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.

$365 Annually - Per User

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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

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