MoneyGuide vs Wealth Dynamix

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

Wealth Dynamix plans

No prices published.

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 Wealth Dynamix if…

You want what its maker publishes above — check its page for the details.