MoneyGuide vs Voyant
MoneyGuide
moneyguidepro.com
Voyant
planwithvoyant.comSide by side
| Figure | MoneyGuide | Voyant |
|---|---|---|
| Price from | $10.42/mo | $3/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| API | Yes | — |
| Plans published | 15 | 8 |
| Spec score · Financial Advisor Software | 8.9 (#2) | 7.4 (#25) |
| Spec score · Financial Planning Software | 8.9 (#5) | 7.3 (#25) |
| Client collaboration | Plans can be shared online between advisor and client or between advisors, with clients able to access plans remotely. | ClientGo provides clients controlled visibility into planning scenarios and secure input and collaboration while the adviser retains oversight. |
| Headquarters | Powhatan, Virginia, United States | Austin, Texas, USA |
| Integrations | The integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. | Voyant says its API integrations and data aggregations support workflows from prospecting through advanced planning and reporting, and that it can integrate with any solution subject to demand, partner cooperation, and technical fit. |
| 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. | Voyant offers tutorials, webinars, documentation, a support team, and a help center with regional software resources and training videos. |
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
Voyant
- Vault$3 a month
- AdviserGo — Auxiliary Users$50 a month
- White Labeling — service charge$60 a month
- ClientGo — additional bundles$75 a month
- ClientGo — 1st bundle$100 a month
- AdviserGo — Advisers$150 a month
- White Labeling — set-up fee$750, paid once
- SnapshotPriced 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.