MoneyGuidePro Pricing: Cost and Pricing plans

MoneyGuidePro Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

Individual Custom

Solo planner or individual RIA

Features

Online Fact Finder
Auto Goals
Health Care Cost Smart Goal
Risk Tolerance
The Play Zone
Holistic Stress Testing
Allocation Comparison
Client Planning Portal
Time Saving Integrations
Social Security Optimization
What If Worksheet
Detail Plan Analytics
Plan Summary
Net Worth
Custom Report Templates
Risk Management
Estate Planning
Custom CMA's

Ensemble Custom

2 to 19-person team

Features

Online Fact Finder
Auto Goals
Health Care Cost Smart Goal
Risk Tolerance
The Play Zone
Holistic Stress Testing
Allocation Comparison
Client Planning Portal
Time Saving Integrations
Social Security Optimization
What If Worksheet
Detail Plan Analytics
Plan Summary
Net Worth
Custom Report Templates
Risk Management
Estate Planning
Custom CMA's

Enterprise Custom

20+ employees

Features

Online Fact Finder
Auto Goals
Health Care Cost Smart Goal
Risk Tolerance
The Play Zone
Holistic Stress Testing
Allocation Comparison
Client Planning Portal
Time Saving Integrations
Social Security Optimization
What If Worksheet
Detail Plan Analytics
Plan Summary
Net Worth
Custom Report Templates
Risk Management
Estate Planning
Custom CMA's

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 15/10/2023 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Pricing Insights for Financial Analysis Software

The Average Cost of a basic Financial Analysis Software plan is $40 per month.
35% of Financial Analysis Software offer a Free Trial Allows users to try out the software for a limited period before making a purchase decision. , while 17% offer a Freemium Model Allows users to access basic features at no cost..

Compare MoneyGuidePro Pricing Against Competitors

Product Name	Starting Price ($)	Billed	Unit	Free Trial	Learn More
MoneyGuidePro	-	-	-		MoneyGuidePro Pricing
eMoney	-	-	-	+	eMoney Pricing
RightCapital	124.95	per month	per user	+	RightCapital Pricing
gini	40	per month	-	+	gini Pricing
eCons Direct	-	-	-	-	eCons Direct Pricing
Financial Statement Analysis	19	per month	-	-	Financial Statement Analysis Pricing
MAUS MasterPlan	299	per year	-	+	MAUS MasterPlan Pricing
PlanGuru	74.91	per month	-	+	PlanGuru Pricing
Bizzmill	-	-	-	-	Bizzmill Pricing
Personal Capital	-	-	-	-	Personal Capital Pricing

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MoneyGuidePro Features

Show Feature Explanation

Show Missing Features

Financial Analysis Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

80%

Divisional Analysis

Helps to track and monitor the performance of your individual business unit

Market Analysis

Helps to measure your industry status in the overall market using quantitative and qualitative data points

Industry Analysis

Helps to assess the business position against competitors and gain competitive dynamics of an industry

Risk Assessment

Helps to analyze the potential risk factors that cause harm to the business

KPI & Metrics

Measures the success rate and monitor the performance metrics that matter most to your business.

Performance Analytics

Helps to predict the future performance of a business using Key Performance Indicators (KPI) and other Metrics

Cash flow Forecasting

Helps to measure the financial position of an entity in the future using cash in and cash out of a business

MoneyGuidePro

MoneyGuidePro Pricing

Pricing Insights for Financial Analysis Software

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MoneyGuidePro Alternatives

MoneyGuidePro Features

Financial Analysis Features

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