MoneyGuide vs NaviPlan

MoneyGuide

6.4 #6 in Financial Advisor Software

About MoneyGuide

NaviPlan

6.6 #6 in Financial Planning Software

About NaviPlan
MoneyGuideNaviPlan
Free planNoNo
Free trialYesNo
Paid from$33.33/mo—
Open sourceNoNo
PlatformsiOS, macOS, Web, WindowsWeb
Cash-flow modelingYesYes
Goal planningYesYes
Tax planningYesYes
Scenario analysisYesYes
Insurance planningYesYes
Investment planningYesYes
Client portalYesYes

Both are listed in Best Financial Planning Software. On Inferse, NaviPlan scores higher on our published basis.