MoneyGuide
7.7#1 in financial advisor softwareiOSWebAPImacOS
VisitMoneyGuide vs Practifi
What both publish
| Fact | MoneyGuide | Practifi |
|---|---|---|
| Founded | 2000 | 2013 |
| Headquarters | Powhatan, Virginia, United States | Chicago, Illinois, United States |
| Integrations | The integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. | Naya connects with third-party tools through open APIs and purpose-built wealth technology integrations at no additional cost. |
| Purpose | Envestnet MoneyGuide develops financial planning software for financial advisors to help them guide clients toward lifetime financial goals. | Practifi provides CRM solutions purpose-built for registered investment advisers and wealth management firms. |
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
Practifi plans
- Practifi Naya$135 a month
- Practifi Sentir$195 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 Practifi if…
Practifi suits registered investment advisers and wealth management firms seeking CRM features such as client records, workflows, and meeting preparation. Naya is for firms wanting a configurable CRM; Sentir is for those considering its AI-native option.