MoneyGuide
7.7#1 in financial advisor softwareiOSWebAPImacOS
VisitMoneyGuide vs SEI Wealth Platform
SEI Wealth Platform
6.0#10 in wealth managementWebAPI
VisitWhat both publish
| Fact | MoneyGuide | SEI Wealth Platform |
|---|---|---|
| Integrations | The integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. | SEI's developer portal describes APIs, secure file transfer, and SAML 2.0 single sign-on options for integrations. |
| Purpose | Envestnet MoneyGuide develops financial planning software for financial advisors to help them guide clients toward lifetime financial goals. | The SEI Wealth Platform is an end-to-end wealth management solution combining technology, outsourced operations, and asset management in one infrastructure. |
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
SEI Wealth Platform plans
- Custom enterprise pricingPriced on request
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 SEI Wealth Platform if…
You want what its maker publishes above — check its page for the details.