Choose the right solution for your business:

Monthly Annual

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

Elite

$175

per advisor

Annual Subscription / Paid Monthly

All Pro Features Plus
Total Income Modeling
Secure Income Modeling
Advanced Lifetime Protection
Tax Planning

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

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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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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

Learn More

Plan Analytics Premium takes Plan Analytics within MoneyGuide to the next level with Plan Pulse™ to allow you to dive deeper into your plan data to surface actionable opportunities within your book of business.

$600 Annually - Per User

Learn More