FinStak vs MoneyGuide

FinStak plans

• Basic$60 a month
• Pro$80 a month
• Premier$100 a month

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 FinStak if…

FinStak is intended for financial advisors, planners, registered investment advisory firms, broker-dealers, and wealth management practices. Its CRM and project features may suit firms managing leads, marketing, and client-related work in one platform.

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.