MoneyGuide
7.7#1 in financial advisor softwareiOSWebAPImacOS
VisitMoneyGuide vs Worksorted
Worksorted
6.2#21 in financial advisor softwareAndroidiOSWebAPI
VisitWhat both publish
| Fact | MoneyGuide | Worksorted |
|---|---|---|
| Headquarters | Powhatan, Virginia, United States | Adelaide, South Australia, Australia |
| Integrations | The integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. | Listed integrations include Xplan, Midwinter, Microsoft 365, Gmail, Xero, Worldpay, Westpac, Annature, DocuSign, OpenAI and Yabbit. |
| Purpose | Envestnet MoneyGuide develops financial planning software for financial advisors to help them guide clients toward lifetime financial goals. | Worksorted combines client management, workflow, compliance, revenue and practice operations for financial advice businesses. |
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
Worksorted plans
- WorksortedPriced 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 Worksorted if…
Worksorted is designed for Australian financial advice businesses, including licensees and licensed or self-licensed practices. It suits firms seeking client records, repeatable workflows, compliance tracking, and revenue operations in one platform.