Fin365 vs MoneyGuide
Fin365
fin365.com.au
MoneyGuide
moneyguidepro.comSide by side
| Figure | Fin365 | MoneyGuide |
|---|---|---|
| Price from | — | $10.42/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | — | Yes |
| API | — | Yes |
| Plans published | 0 | 15 |
| Spec score · Financial Advisor Software | 7.6 (#15) | 8.9 (#2) |
| Headquarters | Warana, Queensland, Australia | Powhatan, Virginia, United States |
| Integrations | The integrations page lists Microsoft Office 365, Teams, SharePoint, Moneysoft, Hub24, Netwealth, Xero, Voyant and Iress Xplan, among others. | The integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. |
| Support | The privacy policy lists support for CRM and portal issues, user access requests, data migration, revenue management and customisation requests among its services. | 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 | Fin365 invites prospective customers to contact the company for a hands on trial and a complimentary Client Profile report. | 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
Fin365
Fin365 provides client and business management software for financial services firms, with solutions for financial planning, general insurance, mortgage broking and accounting. Its cloud CRM is based on Microsoft Dynamics. Business intelligence uses Dynamics CRM and Power BI for automatically updated reports and performance indicators. A web client portal supports client reporting, fact-find submissions, automatic fee disclosures and administration. Workflow tools cover new business processes, insurance claims management, compliance gates, activity sharing, Outlook synchronisation and Power BI reporting. Listed integrations include Microsoft Office 365, Teams, SharePoint, Moneysoft, Hub24, Netwealth and Xero. Unless an Order specifies another term, subscriptions last 12 months and renew automatically for further 12-month periods. Fin365 apps depend on Microsoft Dynamics 365, Power Platform and Azure, so outages or changes to those platforms may affect availability or functionality. The service is web-based.
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.