MoneyGuide
Summary
MoneyGuide is financial planning software for advisors who help clients work toward long-term financial goals. It supports goal-based, asset allocation, and lifetime income plans, with Monte Carlo simulations for a single income stream. Advisors and clients can collaborate online using view-only or update-all sharing permissions. Planning features cover retirement, college, estate, insurance needs, risk management, taxes, and Social Security; scenario tools can model changes in market returns, inflation, taxes, and longevity. Clients can link accounts through MX or Yodlee, and integrations include Redtail and Wealthbox. The company says client data is encrypted in transit and that it does not collect or store Social Security, credit card, or account numbers. MoneyGuide is web-based and compatible with Windows PCs, Macs, iPads, and iPhones. It is non-transactional: clients cannot access or move funds through the application. A 14-day MyBlocks trial is available without a credit card. Paid plans include MoneyGuide at 2000.00 USD per year per advisor; pricing is on request, and applicable taxes are not included.
Who it is for
It suits financial advisors who need to create goal-based plans and collaborate with clients online. Its retirement, tax, insurance, and scenario tools may also fit advisors with varied planning needs.
What is good
- Supports retirement, college, estate, and Social Security planning
- Clients and advisors can work on plans together online
- Links client accounts through MX or Yodlee
- 14-day MyBlocks trial requires no credit card
What to know first
- No free plan is listed
- Pricing is on request
- Clients cannot access or move funds in the app
- Applicable state and local taxes are not included
Verdict
MoneyGuide combines client collaboration with a broad set of financial planning and scenario tools. Advisors should note the pricing is on request and the application does not handle transactions.
MoneyGuide plans and pricing
All plansCompared on financial planning software
- Client portal
- Yesmoneyguidepro.com
Facts
- Purpose
- Envestnet MoneyGuide develops financial planning software for financial advisors to help them guide clients toward lifetime financial goals.moneyguidepro.com · 3 Oct 2026
- Goal-based planning
- MoneyGuide supports goal-based financial plans, asset allocation plans, and lifetime income plans with Monte Carlo simulations on a single income stream.moneyguidepro · 3 Oct 2026
- Interactive collaboration
- Advisors and clients can work on plans together online, and sharing permissions include view-only and update-all modes.moneyguidepro · 3 Oct 2026
- Planning tools
- The product includes retirement, college, estate, insurance-needs, risk-management, tax-planning, and Social Security features.moneyguidepro · 3 Oct 2026
- Stress testing
- What-if scenarios and stress tests can model the effects of changes such as market returns, inflation, taxes, longevity, and other uncertainties.moneyguidepro · 3 Oct 2026
- Integrations
- The official integrations directory lists compatible applications and includes providers such as Redtail, Wealthbox, MX, and Yodlee.moneyguidepro · 3 Oct 2026
- Account aggregation
- MoneyGuide says clients can link accounts through either MX or Yodlee aggregation options.moneyguidepro · 3 Oct 2026
- Security and data collection
- The security page says MoneyGuide does not collect or store Social Security, credit card, or account numbers and that client data is encrypted in transit using TLS.moneyguidepro · 3 Oct 2026
- Security certification
- The company says its Richmond data center and disaster recovery data center are audited and certified annually to SOC 2 Type II.moneyguidepro · 3 Oct 2026
- Transactional limits
- MoneyGuide describes itself as non-transactional, and says clients cannot access, move, or withdraw funds through the application.moneyguidepro · 3 Oct 2026
- Trial
- MyBlocks offers a 14-day free trial without requiring a credit card, and the trial account automatically expires at the end of the period.moneyguidepro · 3 Oct 2026
- Platform compatibility
- The FAQ lists Windows PCs, Apple Macs, iPads, and iPhones as compatible devices and describes MoneyGuide as completely web-based.moneyguidepro · 3 Oct 2026
- Support
- MoneyGuide offers complimentary live support by phone, email, and chat during the listed weekday support hours.moneyguidepro · 3 Oct 2026
- Notable pricing limit
- The site says applicable state and local taxes are not included in the listed prices.moneyguidepro · 3 Oct 2026
Company
- Founded
- 2000moneyguidepro.com · 28 Sept 2026
- Headquarters
- Powhatan, Virginia, United Statesmoneyguidepro.com · 28 Sept 2026
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Sources
- moneyguidepro.com/ifa/home/ourcompany· checked 3 Oct 2026
- moneyguidepro/ifa/home/faqs· checked 3 Oct 2026
- moneyguidepro/ifa/Home/IntegrationPartners· checked 3 Oct 2026
- moneyguidepro/ifa/Home/Aggregation· checked 3 Oct 2026
- moneyguidepro/ifa/home/security· checked 3 Oct 2026
- moneyguidepro/ifa/home/myblockspricing· checked 3 Oct 2026
- moneyguidepro/ifa/home/support· checked 3 Oct 2026
- moneyguidepro/ifa/home/products· checked 3 Oct 2026
- moneyguidepro.com· checked 28 Sept 2026
- moneyguidepro.com/ifa/home/myblockspricing· checked 3 Oct 2026
- moneyguidepro.com/ifa/home/products· checked 3 Oct 2026