How Much Does Money Guide Pro Cost

Choose the right solution for your business:

One

$50

per advisor

Annual Subscription / Paid Monthly

Online Fact Finder
Client Planning Portal
Powerful Integrations
Test Variables in PlayZone^®
Financial and Lifestyle Goals
Health Care Cost Smart Goal
Holistic Stress Testing
Risk Tolerance

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Pro

$125

per advisor

Annual Subscription / Paid Monthly

All One Features Plus
Custom CMA's
Risk Management (Life, Disability, Long-Term Care)
Estate Planning
Net Worth Statement
Action Item Summary
Custom Report Templates
What If Scenario Comparison

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Elite

$175

per advisor

Annual Subscription / Paid Monthly

All Pro Features Plus
Total Income Modeling
Secure Income Modeling
Advanced Lifetime Protection
Tax Planning

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List price does not include any applicable state or local taxes that will be applied at time of purchase.

Add-Ons

With MX^® and MoneyGuide, you create a living plan for your clients – providing meaningful probability of success in meeting their long-term goals.

$400 Annually - Per User

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Provide your clients with access to Yodlee through the Client Portal so that they can link their accounts. Empower them with personal financial management tools and create a more complete and informed view of your clients.

$400 Annually - Per User

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With a seamless integration, the Finametrica Risk Tolerance profile allows the client's natural risk tolerance to be clearly identified and you to reconcile differences between couples.

$660 Annually - Per User

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Plan Analytics Premium takes Plan Analytics within MoneyGuide to the next level with Plan Pulse™ to allow you to dive deeper into your plan data to surface actionable opportunities within your book of business.

$600 Annually - Per User

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