Croesus Advisor vs MoneyGuide
Croesus Advisor
croesus.com
MoneyGuide
moneyguidepro.comSide by side
| Figure | Croesus Advisor | MoneyGuide |
|---|---|---|
| Price from | — | $10.42/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | — | Yes |
| API | — | Yes |
| Plans published | 1 | 15 |
| Spec score · Wealth Management | 7.5 (#8) | 8.9 (#1) |
| Founded | 1987 | 2000 |
| Hosting | The product page says Croesus Advisor uses cloud infrastructure and can adapt as clients grow or open offices. | MoneyGuide is delivered as a web service with customer data on MoneyGuide-owned and managed servers; self-hosting is not offered. |
| Integrations | Croesus says its open architecture and APIs support integration with third-party technology, including back offices, order management systems, CRMs, financial planning tools, and account aggregation. | The integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. |
| Security controls | Croesus lists SOC 1 Type 2 and SOC 2 Type 2 assurance, encrypted data in transit and at rest, and 24/7 service 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. |
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
Croesus Advisor
Croesus Advisor has no write-up on Specifiction yet; its figures are above.
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.