MoneyGuide vs Orion Advisor Technology

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

Orion Advisor Technology plans

No prices published.

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 Orion Advisor Technology if…

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