EVPro vs MoneyGuide
EVPro
ev.uk
MoneyGuide
moneyguidepro.comSide by side
| Figure | EVPro | MoneyGuide |
|---|---|---|
| Price from | — | $10.42/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | Yes |
| macOS | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | — |
| API | — | Yes |
| Plans published | 1 | 15 |
| Spec score · Financial Planning Software | 8.6 (#10) | 8.9 (#5) |
| Cash flow planning | EVPro Goal creates cash flow plans for pre-retirement, retirement, and post-retirement stages and models the probability of meeting expenses across more than 1,000 market scenarios. | Retirement Cash Flow charts map goals, options, surpluses and shortfalls across the plan horizon. |
| Founded | 1993 | 2000 |
| Headquarters | Newbury, Berkshire, United Kingdom | Powhatan, Virginia, United States |
| Integrations | The product page lists back-office integrations with Intelliflo, Iress, Plannr, and FNZ. | The integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. |
| Purpose | EVPro is an end-to-end financial planning solution for advisers to assess, build, stress-test, review, and solve client plans. | Envestnet MoneyGuide develops financial planning software for financial advisors to help them guide clients toward lifetime financial goals. |
| Trial | EV says users can trial EVPro by booking a demo; for the iO app, a trial must be arranged with Sales and enabled by Support after installation. | 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
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
EVPro
EVPro is financial planning software for advisers to assess, build, stress-test, review, and solve client plans. Its modules address risk profiling, investment analysis, cash-flow planning, and portfolio construction. EVPro Risk uses psychometric, behavioural, knowledge-based, and sustainable investing questions. EVPro Invest analyses existing investments and supports suitability assessments against client objectives and risk appetite. EVPro Goal builds cash-flow plans for pre-retirement, retirement, and post-retirement, modeling the probability of meeting expenses across more than 1,000 market scenarios. EVPro Portfolio can risk-rate funds, create model portfolios, show asset allocations, and import model portfolios in bulk. Solver adds optimization and stress tests to Invest and Goal; Review adds plan analysis, amendments, client communications, and firm-level oversight to Goal. Listed back-office integrations include Intelliflo, Iress, Plannr, and FNZ. EVPro runs on web, Android, iOS, macOS, and Windows. Pricing is on request; prospective users can book a demo to trial the product, with no trial duration stated. EV says its journey began in 1993 and EVPro launched in 2022.
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.