MyBlocks Individual
$125
Self-registration · 20+ blocks · Yodlee FinApps · MoneyGuide integration · first 100 registrants included, then $10 per lead
Checked 15 Oct 2026
Plans and prices
MoneyGuide pricing
Client Portal with Yodlee
$400 a year
Client account linking · personal financial-management tools
Checked 15 Oct 2026
Yodlee Client Portal add-on
$400 a year
Client account linking through the Client Portal
Checked 3 Oct 2026
MX add-on
$400 a year
MX account aggregation integration
Checked 3 Oct 2026
Client Portal with MX
$400 a year
Account aggregation · living-plan data updates
Checked 15 Oct 2026
Dash
$500 a year
Prospecting tool · website embedding · pre-filled values · account aggregation · data flows into MoneyGuide
Checked 15 Oct 2026
Dash add-on
$500 a year
Personalized planning journey for clients and prospects
Checked 3 Oct 2026
MyBlocks add-on
$600 a year
Interactive modular financial planning tool
Checked 3 Oct 2026
MyBlocks
$600 a year
Interactive modular planning · 20+ blocks · client-led planning · Yodlee FinApps · MoneyGuide data integration
Checked 15 Oct 2026
Morningstar Risk Profiler
$739 a year
Psychometric risk-tolerance assessment
Checked 15 Oct 2026
Morningstar Risk Profiler add-on
$739 a year
Risk tolerance assessment
Checked 3 Oct 2026
MoneyGuide
$2,000 a year
Advanced Lifetime Protection · Allocation Comparison · Auto Goals · Business & Plan Analytics · Client Planning Portal · Custom CMA's · Health Care Cost Smart Goal · Holistic Stress Testing · Online Fact Finder · Plan Summary · Retirement Distribution · Risk Management · Risk Tolerance · Secure Income Modeling · Social Security Optimization · Tax Planning · What If Worksheet
Checked 15 Oct 2026
Wealth Studios
$2,500 a year
Advanced Estate Strategies · Detailed Cash-Flow Planning · Dynamic Net Worth Over Time · Entities · Fairness Planning · Fact Find · Family Tree · Gifting · Trust Strategies · Ultra-High-Net-Worth Planning
Checked 15 Oct 2026
Platform
$3,000 a year
MoneyGuide · Wealth Studios · Dash · MyBlocks
Checked 15 Oct 2026