Investwell Mint vs MoneyGuide
Investwell Mint
investwell.in
MoneyGuide
moneyguidepro.comSide by side
| Figure | Investwell Mint | MoneyGuide |
|---|---|---|
| Price from | ₹2,083.33/mo | $10.42/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | — |
| API | — | Yes |
| Plans published | 1 | 15 |
| Spec score · Financial Advisor Software | 7.7 (#13) | 8.9 (#2) |
| Founded | 2000 | 2000 |
| Headquarters | Gurugram, Haryana, India | Powhatan, Virginia, United States |
| Support | Investwell lists Mint support at 08069212969 and [email protected]. | Customer service is available by phone, email and chat Monday through Thursday 9 AM–6 PM ET and Friday 10 AM–6 PM ET. |
| What it does | Investwell Mint provides wealth management tools for portfolios, transactions, and business analytics. | 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
Investwell Mint
Investwell Mint 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.