MoneyGuide vs Snap Projections
MoneyGuide
moneyguidepro.comSnap Projections
snapprojections.comSide by side
| Figure | MoneyGuide | Snap Projections |
|---|---|---|
| Price from | $10.42/mo | $15/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| API | Yes | Yes |
| Plans published | 15 | 4 |
| Spec score · Financial Advisor Software | 8.9 (#2) | 7.7 (#14) |
| Founded | 2000 | 2014 |
| Headquarters | Powhatan, Virginia, United States | Toronto, Ontario, Canada |
| Hosting | MoneyGuide is delivered as a web service with customer data on MoneyGuide-owned and managed servers; self-hosting is not offered. | The terms state that the application is hosted on Amazon Web Services and that the company uses AWS security products including KMS, GuardDuty, and Inspector. |
| Integrations | The integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. | The support article says integrations can import or export client information and identifies OneBoss as a specific integration. |
| Purpose | Envestnet MoneyGuide develops financial planning software for financial advisors to help them guide clients toward lifetime financial goals. | Snap Projections describes itself as financial planning software for Canadian financial advisors and planners. |
| Support | Customer service is available by phone, email and chat Monday through Thursday 9 AM–6 PM ET and Friday 10 AM–6 PM ET. | The pricing page lists scheduled Zoom or Teams sessions, phone and email support, CE-accredited webinars, and an online searchable knowledge base. |
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
Snap Projections
- Stress Testing add-on$15 a month
- Advisor Professional$69 a month
- Advisor Business$99 a month
- Advisor EnterprisePriced on request
In their own words
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.
Snap Projections
Snap Projections has no write-up on Specifiction yet; its figures are above.