MoneyGuide
7.7#1 in financial advisor softwareiOSWebAPImacOS
VisitMoneyGuide vs Plutosoft
What both publish
| Fact | MoneyGuide | Plutosoft |
|---|---|---|
| Founded | 2000 | Plutosoft says it was founded in 2014 by financial planner and software engineer Lindsay Holland. |
| Headquarters | Powhatan, Virginia, United States | The contact page lists Level 3, 3 Loftus Street, West Leederville, WA 6007, Australia. |
| Integrations | The integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. | Listed platform data-feed partners include AUSIEX, BT, Colonial First State, HUB24, Macquarie, Netwealth, North and Praemium; integration partners include Annature, ClickSend, Morningstar and Office 365. |
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
Plutosoft 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 Plutosoft if…
Plutosoft suits financial planning practices seeking tools for advice preparation, compliance workflows and client access. Dealer groups may also find its Licensee Hub relevant for configuration, dashboards and file audits.