MoneyGuide
7.7#1 in financial advisor softwareiOSWebAPImacOS
VisitMoneyGuide vs Verra for Advisors
Verra for Advisors
6.2#20 in financial advisor softwareFrom $299 a yearWeb
VisitWhat both publish
| Fact | MoneyGuide | Verra for Advisors |
|---|---|---|
| Integrations | The integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. | The pricing page says Verra connects existing scheduling tools and booking links are bring-your-own. |
| Purpose | Envestnet MoneyGuide develops financial planning software for financial advisors to help them guide clients toward lifetime financial goals. | Verra provides advisors a workspace for client records, advisory opportunities, engagement documents, review tasks, fees, and business insights. |
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
Verra for Advisors plans
- Verra$29 a month
- Verra$299 a year
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 Verra for Advisors if…
You want what its maker publishes above — check its page for the details.