Advisor360° CRM vs MoneyGuide
Advisor360° CRM
advisor360.com
MoneyGuide
moneyguidepro.comSide by side
| Figure | Advisor360° CRM | MoneyGuide |
|---|---|---|
| Price from | — | $10.42/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 1 | 15 |
| Spec score · Wealth Management | 8.4 (#3) | 8.9 (#1) |
| Spec score · Financial Advisor Software | 8.4 (#7) | 8.9 (#2) |
| Headquarters | 400 1st Avenue, Needham, MA 02494, United States | Powhatan, Virginia, United States |
| Integrations | The CRM page names Outlook and Exchange Online integration and says the CRM connects with portfolio, planning, and trading tools in the platform. | The integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. |
| Public API | Advisor360° announced a digital onboarding API that sends Schwab account-opening information directly from its platform. | Envestnet APIs expose MoneyGuide goal summaries, expense timelines and success-meter data for enabled firms. |
| Purpose | Advisor360° CRM is a wealth management client relationship management application built natively into the Advisor360° platform. | Envestnet MoneyGuide develops financial planning software for financial advisors to help them guide clients toward lifetime financial goals. |
| Rating on Apple App Store | 3.7 out of 5 from 3 ratings | Envestnet Client View is rated 3.5 out of 5 from 13 ratings. |
| Rating on TrustRadius | TrustRadius shows an Advisor360 product comparison listing but no user rating or review count on the opened page. | 6.7 out of 10 from 6 reviews and ratings. |
| Security controls | The platform requires unique credentials and multifactor authentication and uses continuous security monitoring. | The company states that its Richmond, Virginia data center is annually SSAE-18 SOC 2 Type II audited, uses TLS, firewalls, intrusion detection and encrypted backups. |
| What it does | Advisor360° CRM is a wealth-management CRM embedded in the Advisor360° platform and organized around households. | MoneyGuide is web-based financial-planning software for advisors using goal-based plans, risk management, asset allocation and lifetime-income analysis. |
Plans
MoneyGuide
- MyBlocks Individual$125 a year
- MyBlocks Individual$125 a month
- Client Portal with MX$400 a year
- Client Portal with Yodlee$400 a year
- MX add-on$400 a year
- Yodlee Client Portal add-on$400 a year
- Dash$500 a year
- Dash add-on$500 a year
- MyBlocks$600 a year
- MyBlocks add-on$600 a year
In their own words
Advisor360° CRM
Advisor360° CRM is a cloud wealth-management CRM built into the Advisor360° platform. It organizes people, accounts, relationships, and activity around household records, keeping notes, decisions, documents, and next steps together. Prospects move through structured stages from first engagement to conversion and onboarding, with ownership and practice-wide visibility. A searchable timeline combines meetings, email, documents, and tasks, and tasks can trigger subsequent workflow steps. Parrot AI organizes household conversations and documents, links insights across meetings, and surfaces summaries and follow-up actions. Advisors can view and update key records in the Advisor360° Mobile App for Android and iOS, as well as on the web. The CRM names Outlook and Exchange Online integrations and connects with portfolio, planning, and trading tools. Secure messaging, document vault integration, compliance-designed texting, and practice reporting support protected communications and oversight. Advisor360° states that access uses unique credentials, multi-factor authentication, and AES-256 encryption, with SOC 2 and HIPAA certification.
MoneyGuide
MoneyGuide is financial planning software from Envestnet for financial advisors helping clients work toward lifetime financial goals. It supports goal-based, asset-allocation, and lifetime-income plans, including Monte Carlo simulations on a single income stream. Advisors and clients can collaborate online with view-only or update-all sharing permissions. Planning tools cover retirement, college, estate, insurance needs, risk management, taxes, and Social Security. What-if scenarios and stress tests can model changes in market returns, inflation, taxes, and longevity. Clients can link accounts through MX or Yodlee; listed integrations also include Redtail and Wealthbox. The company says it does not collect or store Social Security, credit card, or account numbers, and that client data is encrypted in transit. MoneyGuide is web-based and compatible with Windows PCs, Macs, iPads, and iPhones. It is non-transactional, so clients cannot access, move, or withdraw funds through the application. A MyBlocks trial lasts 14 days, requires no credit card, and expires automatically. Listed annual subscriptions include MoneyGuide at $2,000 a year per advisor; applicable state and local taxes are not included.