MoneyGuide
7.7#1 in financial advisor softwareiOSWebAPImacOS
VisitMoneyGuide vs One Adviser
One Adviser
6.1#22 in financial advisor softwareFrom A$29 a monthWeb
VisitWhat both publish
| Fact | MoneyGuide | One Adviser |
|---|---|---|
| Purpose | Envestnet MoneyGuide develops financial planning software for financial advisors to help them guide clients toward lifetime financial goals. | One Adviser describes itself as practice management software for Australian financial advisers, financial planning firms and AFSL licensees. |
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
One Adviser plans
- Client Service / Admin seatA$29 a month
- Paraplanner seatA$79 a month
- EssentialsA$99 a month
- Compliance Manager seatA$129 a month
- Adviser seatA$149 a month
- Principal / Practice Admin seatA$179 a month
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.
Pick One Adviser if…
One Adviser is aimed at Australian financial advisers, planning firms and AFSL licensees needing advice production and compliance tools. It may also suit practices looking for a client portal and migration support from specified systems.