Fiducio vs MoneyGuide

Fiducio plans

No prices published.

MoneyGuide plans

• MyBlocks Individual$125
• Client Portal with Yodlee$400 a year
• Yodlee Client Portal add-on$400 a year
• MX add-on$400 a year
• Client Portal with MX$400 a year
• Dash$500 a year

Pick Fiducio if…

Fiducio suits RIAs and advisory teams that want client, prospect, planning, reporting, and portal functions together. Its free Financial Hub is aimed at individuals tracking assets, liabilities, net worth, goals, and a portfolio.

Pick MoneyGuide if…

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.