MoneyGuide
7.7#1 in financial advisor softwareiOSWebAPImacOS
VisitMoneyGuide vs Snap Projections
Snap Projections
6.3#19 in financial advisor softwareFrom $69 a monthWebAPI
VisitWhat both publish
| Fact | MoneyGuide | Snap Projections |
|---|---|---|
| Founded | 2000 | 2014 |
| Headquarters | Powhatan, Virginia, United States | Toronto, Ontario, Canada |
| Hosting | MoneyGuide is delivered as a web service with customer data on MoneyGuide-owned and managed servers; self-hosting is not offered. | The terms state that the application is hosted on Amazon Web Services and that the company uses AWS security products including KMS, GuardDuty, and Inspector. |
| Integrations | The integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. | The support article says integrations can import or export client information and identifies OneBoss as a specific integration. |
| Purpose | Envestnet MoneyGuide develops financial planning software for financial advisors to help them guide clients toward lifetime financial goals. | Snap Projections describes itself as financial planning software for Canadian financial advisors and planners. |
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
Snap Projections plans
- Stress Testing add-on$15 a month
- Advisor Professional$69 a month
- Advisor Business$99 a month
- Advisor EnterprisePriced 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 Snap Projections if…
It is intended for licensed financial and insurance advisors, portfolio managers, planners, and accountants. It is not intended for consumer personal use.