Fin365
6.0#23 in financial advisor softwareWeb
VisitFin365 vs MoneyGuide
MoneyGuide
7.7#1 in financial advisor softwareiOSWebAPImacOS
VisitWhat both publish
| Fact | Fin365 | MoneyGuide |
|---|---|---|
| Headquarters | Warana, Queensland, Australia | Powhatan, Virginia, United States |
| Integrations | The integrations page lists Microsoft Office 365, Teams, SharePoint, Moneysoft, Hub24, Netwealth, Xero, Voyant and Iress Xplan, among others. | The integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. |
Fin365 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 Fin365 if…
Fin365 suits financial services firms seeking client, workflow, and business management tools across financial planning, insurance, mortgage broking, or accounting. Firms should consider its Microsoft platform dependencies and subscription terms.
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.