MoneyGuide pricing
15 plans read from moneyguidepro.com
MyBlocks Individual$125 a year per advisor; annual subscription paid monthlySelf-registration · 20+ blocks · Yodlee FinApps · MoneyGuide integration · first 100 registrants included, then $10 per lead Read 15 Oct 2026 · moneyguidepro.com
MyBlocks Individual$125 a month Annual Subscription / Paid Monthly; per advisorSelf-Registration for prospecting · Access to all 20+ blocks · Yodlee FinApps · Data integration with MoneyGuide; subscription required for integrations Read 3 Oct 2026 · moneyguidepro.com
Client Portal with MX$400 a year per user; annual add-onAccount aggregation · living-plan data updates Read 15 Oct 2026 · moneyguidepro.com
Client Portal with Yodlee$400 a year per user; annual add-onClient account linking · personal financial-management tools Read 15 Oct 2026 · moneyguidepro.com
MX add-on$400 a year Annually; per userMX account aggregation integration Read 3 Oct 2026 · moneyguidepro
Yodlee Client Portal add-on$400 a year Annually; per userClient account linking through the Client Portal Read 3 Oct 2026 · moneyguidepro
Dash$500 a year per user; annual add-onProspecting tool · website embedding · pre-filled values · account aggregation · data flows into MoneyGuide Read 15 Oct 2026 · moneyguidepro.com
Dash add-on$500 a year Annually; per userPersonalized planning journey for clients and prospects Read 3 Oct 2026 · moneyguidepro
MyBlocks$600 a year per user; annual add-onInteractive modular planning · 20+ blocks · client-led planning · Yodlee FinApps · MoneyGuide data integration Read 15 Oct 2026 · moneyguidepro.com
MyBlocks add-on$600 a year Annually; per userInteractive modular financial planning tool Read 3 Oct 2026 · moneyguidepro
Morningstar Risk Profiler$739 a year per user; annual add-onPsychometric risk-tolerance assessment Read 15 Oct 2026 · moneyguidepro.com
Morningstar Risk Profiler add-on$739 a year Annually; per userRisk tolerance assessment Read 3 Oct 2026 · moneyguidepro
MoneyGuide$2,000 a year per advisor; annual subscriptionAdvanced Lifetime Protection · Allocation Comparison · Auto Goals · Business & Plan Analytics · Client Planning Portal · Custom CMA's · Health Care Cost Smart Goal · Holistic Stress Testing · Online Fact Finder · Plan Summary · Retirement Distribution · Risk Management · Risk Tolerance · Secure Income Modeling · Social Security Optimization · Tax Planning · What If Worksheet Read 15 Oct 2026 · moneyguidepro.com
Wealth Studios$2,500 a year per advisor; annual subscriptionAdvanced 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 Read 15 Oct 2026 · moneyguidepro.com
Platform$3,000 a year per advisor; annual subscriptionMoneyGuide · Wealth Studios · Dash · MyBlocks Read 15 Oct 2026 · moneyguidepro.com
In short
- MoneyGuide lists no free plan.
- A free trial is offered.
- Paid plans published: 15, from $125 a year.
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| FundCount | $333.33/mo | No | No |
| Advisor360° CRM | — | No | No |
| Addepar | — | No | No |
| eMoney Advisor | — | No | Yes |
| Advyzon | — | No | No |
| RightCapital | $12.50/mo | No | Yes |
| Croesus Advisor | — | No | No |
| Masttro | — | No | No |