intelliflo office
5.3#31 in financial advisor softwareWebAPI
Visitintelliflo office vs MoneyGuide
MoneyGuide
7.7#1 in financial advisor softwareiOSWebAPImacOS
VisitWhat both publish
| Fact | intelliflo office | MoneyGuide |
|---|---|---|
| Headquarters | London, UK | Powhatan, Virginia, United States |
| Integrations | The intelliflo store offers more than 140 integrations, including provider feeds, cashflow modelling and financial-planning tools. | The integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. |
| Purpose | intelliflo office is software for financial advisers that streamlines advice journeys, client engagement and business growth. | Envestnet MoneyGuide develops financial planning software for financial advisors to help them guide clients toward lifetime financial goals. |
intelliflo office plans
- intelliflo officePriced on request
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 intelliflo office if…
intelliflo office is aimed at financial advisers seeking software to manage client engagement and advice work across multiple stages. Its features span small practices through large institutional customers, according to the product description.
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.