MoneyGuide
Wealth StudiosContact the MoneyGuide Sales Team at
1-800-841-5312 or request a demo below.
Choose the right solution for your business:
Comprehensive Goal-Based Planning
$175
per advisorAnnual Subscription / Paid Monthly
- Advanced Lifetime Protection
- Allocation Comparison
- Auto Goals
- Business & Plan Analytics
- Client Planning Portal
- Complimentary Assistance License
- Custom CMA's
- Detail Plan Analytics
- Health Care Cost Smart Goal
- Holistic Stress Testing
- Online Fact Finder
- Plan Summary
- Plan Data & Analytics
- Retirement Distribution
- Risk Management
- Risk Tolerance
- Secure Income Modeling
- Social Security Optimization
- Tax Planning
- Test Variables in Play Zone®
- Total Income Planning
- What If Worksheet
Detailed Cash-Flow & Advanced Estate Planning
$217
per advisorAnnual Subscription / Paid Monthly
- Advanced Estate Strategies
- Detailed Cash-Flow Planning
- Dynamic Net Worth Over Time
- Entities
- Fairness Planning
- Fact Find
- Family Tree
- Gifting
- Trust Strategies
- Ultra-High-Net-Worth Planning
All in one platform
$259
per advisorAnnual Subscription / Paid Monthly
- MoneyGuide
- Wealth Studios
- Yodlee Data aggregation
- MyBlocks
- 40+ Blocks for All Life Stages
- Client-Led Planning
- Engage the Entire Family
- Financial Education
- Marketing Dashboard
- Product Analysis
- Prospecting Links
- Self-Registration
- Stealth Planning
- Streamline Client Onboarding
Add-Ons
MyBlocks is an interactive modular financial planning tool that makes complex financial topics fun and easy to understand.
$600 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.
$400 Annually - Per User
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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
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The Morningstar Risk Profiler provides an academically validated psychometric risk tolerance assessment for each client that helps advisors understand the level of risk clients would be comfortable taking.
$739 Annually - Per User
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