Meridian Planning vs MoneyGuide

Meridian Planning plans

• Founding Member rate$49 a month
• Solo Advisor$79 a month
• Small Practice$149 a month
• Enterprise$299 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 Meridian Planning if…

You want what its maker publishes above — check its page for the details.

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.