MoneyGuide

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About

MoneyGuide is ranked #6 of 30 in financial Advisor Software on Inferse. It runs on iOS, macOS, Web, Windows. There is no free plan. A free trial is offered. Paid plans start at $33.33/mo.

Compared on financial Advisor Software

Client portal: Yesmoneyguidepro.com

Facts

Purpose: Envestnet MoneyGuide develops financial planning software for financial advisors to help them guide clients toward lifetime financial goals.moneyguidepro.com · 3 Oct 2026
Goal-based planning: MoneyGuide supports goal-based financial plans, asset allocation plans, and lifetime income plans with Monte Carlo simulations on a single income stream.moneyguidepro · 3 Oct 2026
Interactive collaboration: Advisors and clients can work on plans together online, and sharing permissions include view-only and update-all modes.moneyguidepro · 3 Oct 2026
Planning tools: The product includes retirement, college, estate, insurance-needs, risk-management, tax-planning, and Social Security features.moneyguidepro · 3 Oct 2026
Stress testing: What-if scenarios and stress tests can model the effects of changes such as market returns, inflation, taxes, longevity, and other uncertainties.moneyguidepro · 3 Oct 2026
Integrations: The official integrations directory lists compatible applications and includes providers such as Redtail, Wealthbox, MX, and Yodlee.moneyguidepro · 3 Oct 2026
Account aggregation: MoneyGuide says clients can link accounts through either MX or Yodlee aggregation options.moneyguidepro · 3 Oct 2026
Security and data collection: The security page says MoneyGuide does not collect or store Social Security, credit card, or account numbers and that client data is encrypted in transit using TLS.moneyguidepro · 3 Oct 2026
Security certification: The company says its Richmond data center and disaster recovery data center are audited and certified annually to SOC 2 Type II.moneyguidepro · 3 Oct 2026
Transactional limits: MoneyGuide describes itself as non-transactional, and says clients cannot access, move, or withdraw funds through the application.moneyguidepro · 3 Oct 2026
Trial: MyBlocks offers a 14-day free trial without requiring a credit card, and the trial account automatically expires at the end of the period.moneyguidepro · 3 Oct 2026
Platform compatibility: The FAQ lists Windows PCs, Apple Macs, iPads, and iPhones as compatible devices and describes MoneyGuide as completely web-based.moneyguidepro · 3 Oct 2026
Support: MoneyGuide offers complimentary live support by phone, email, and chat during the listed weekday support hours.moneyguidepro · 3 Oct 2026
Notable pricing limit: The site says applicable state and local taxes are not included in the listed prices.moneyguidepro · 3 Oct 2026