Pricing
MoneyGuide pricing
As moneyguidepro.com lists them, read 15 Oct 2026. The maker's own page has the final word.
| Plan | Billed and limits | Price |
|---|---|---|
| MyBlocks Individual | per advisor; annual subscription paid monthly · Self-registration · 20+ blocks · Yodlee FinApps · MoneyGuide integration · first 100 registrants included, then $10 per lead | $125 |
| MoneyGuide | per advisor; annual subscription · Advanced Lifetime Protection · Allocation Comparison · Auto Goals · Business & Plan Analytics · Client Planning Portal · Custom CMA's · Health Care Cost Smart Goal · Holistic Stress Testing · Online Fact Finder · Plan Summary · Retirement Distribution · Risk Management · Risk Tolerance · Secure Income Modeling · Social Security Optimization · Tax Planning · What If Worksheet | $2,000 a year |
| Wealth Studios | per advisor; annual subscription · Advanced Estate Strategies · Detailed Cash-Flow Planning · Dynamic Net Worth Over Time · Entities · Fairness Planning · Fact Find · Family Tree · Gifting · Trust Strategies · Ultra-High-Net-Worth Planning | $2,500 a year |
| Platform | per advisor; annual subscription · MoneyGuide · Wealth Studios · Dash · MyBlocks | $3,000 a year |
| Client Portal with Yodlee | per user; annual add-on · Client account linking · personal financial-management tools | $400 a year |
| Yodlee Client Portal add-on | Annually; per user · Client account linking through the Client Portal | $400 a year |
| MX add-on | Annually; per user · MX account aggregation integration | $400 a year |
| Client Portal with MX | per user; annual add-on · Account aggregation · living-plan data updates | $400 a year |
| Dash | per user; annual add-on · Prospecting tool · website embedding · pre-filled values · account aggregation · data flows into MoneyGuide | $500 a year |
| Dash add-on | Annually; per user · Personalized planning journey for clients and prospects | $500 a year |
| MyBlocks | per user; annual add-on · Interactive modular planning · 20+ blocks · client-led planning · Yodlee FinApps · MoneyGuide data integration | $600 a year |
| MyBlocks add-on | Annually; per user · Interactive modular financial planning tool | $600 a year |
| Morningstar Risk Profiler add-on | Annually; per user · Risk tolerance assessment | $739 a year |
| Morningstar Risk Profiler | per user; annual add-on · Psychometric risk-tolerance assessment | $739 a year |