eMoney Advisor vs MoneyGuide
eMoney Advisor
emoneyadvisor.com
MoneyGuide
moneyguidepro.comSide by side
| Figure | eMoney Advisor | MoneyGuide |
|---|---|---|
| Price from | — | $10.42/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 3 | 15 |
| Spec score · Financial Advisor Software | 8.1 (#8) | 8.9 (#2) |
| Spec score · Wealth Management | 8.0 (#5) | 8.9 (#1) |
| Spec score · Financial Planning Software | 8.1 (#15) | 8.9 (#5) |
| Founded | 2000 | 2000 |
| Headquarters | Radnor, Pennsylvania, United States | Powhatan, Virginia, United States |
| Integrations | The integrations directory lists providers including Addepar, AdvicePay, Fidelity, Orion, Redtail, Schwab, Wealthbox, and YCharts. | The integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. |
| Support | Client support is available Monday through Friday, 8:00 a.m. to 8:00 p.m. ET, and support is included with all products. | Customer service is available by phone, email and chat Monday through Thursday 9 AM–6 PM ET and Friday 10 AM–6 PM ET. |
| Trial | eMoney offers a free trial through a request form that asks for business contact and company information. | MyBlocks offers a 14-day free trial without requiring a credit card, and the trial account automatically expires at the end of the period. |
Plans
eMoney Advisor
- PlusPriced on request
- PremierPriced on request
- ProPriced on request
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
eMoney Advisor
eMoney Advisor is a financial planning platform for financial advisors, covering work from goal discussions through cash-flow analysis. Planning features vary by plan: Plus includes goals-based planning, Pro includes cash flow planning, and Premier includes both. CoPlanner analyzes client facts and produces strategies for an advisor to review and refine. Clients can use the Client Portal for updates and documents; Premier adds the Premium Client Portal, whose mobile app offers biometric support and notifications.
Other listed capabilities include account aggregation, spending and budgeting tools, business analytics, tax, investment, insurance and scenario planning. Its integrations directory names providers such as Addepar, AdvicePay, Fidelity, Orion, Redtail, Schwab, Wealthbox and YCharts. Enterprise offerings use APIs and aggregation tools. Pricing varies by organizational needs and is available on request; there is no free plan. A free trial can be requested using a form that asks for business contact and company information. The platform serves banks, broker-dealers and registered investment advisors.
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.