MoneyGuide
7.6#1 in financial advisor softwareFrom $10.42 a monthiOSWebAPImacOS
VisitMoneyGuide vs Voyant
What both publish
| Fact | MoneyGuide | Voyant |
|---|---|---|
| Client collaboration | Plans can be shared online between advisor and client or between advisors, with clients able to access plans remotely. | ClientGo provides clients controlled visibility into planning scenarios and secure input and collaboration while the adviser retains oversight. |
| Headquarters | Powhatan, Virginia, United States | Austin, Texas, USA |
| Integrations | The integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. | Voyant says its API integrations and data aggregations support workflows from prospecting through advanced planning and reporting, and that it can integrate with any solution subject to demand, partner cooperation, and technical fit. |
MoneyGuide plans
- MyBlocks Individual$125 a year
- MyBlocks Individual$125 a month
- MX add-on$400 a year
- Client Portal with MX$400 a year
- Yodlee Client Portal add-on$400 a year
- Client Portal with Yodlee$400 a year
Voyant plans
- Vault$3 a month
- AdviserGo — Auxiliary Users$50 a month
- White Labeling — service charge$60 a month
- ClientGo — additional bundles$75 a month
- ClientGo — 1st bundle$100 a month
- AdviserGo — Advisers$150 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 Voyant if…
Voyant suits financial advisers and firms managing complex client plans across tax, investments, insurance, goals, and wealth transfer. ClientGo and Vault also suit practices that need controlled client collaboration and document sharing.