Side by side
eMoney Advisor vs MoneyGuide
Both stand on wealth management. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free trial AndroidAPIiPhone+1
Choose eMoney Advisor if your advisory practice needs a client portal, planning tools, and advisor support in one platform. Check the plan details before deciding: Plus and Pro each include only one of the two listed planning approaches, while Premier includes both; pricing also requires a request to eMoney.
Visit eMoney Advisor
Free trial APIiPhoneMac+2
MoneyGuide brings a broad set of planning tools and collaborative permissions into a web-based application. It is a planning tool rather than a way for clients to transact or withdraw money.
Visit MoneyGuideThe facts
| eMoney Advisor | MoneyGuide | |
|---|---|---|
| Free plan | A free trial | A free trial |
| Open source | Not published | No |
| Runs on | Android, API, iPhone, Web | API, iPhone, Mac, Web, Windows |
| Lowest paid plan | Free or on request | See the plans |
| Plans published | 3 | 14 |
| Maker | Not published | Not published |
| Website | emoneyadvisor.com | moneyguidepro.com |
| On wealth management | #1 of 16 | #2 of 16 |
eMoney Advisor: what it does well
- Planning spans cash flow, goals, tax, insurance, and investments.
- CoPlanner generates strategies from client facts for advisor review.
- Client Portal shares ongoing updates and documents with clients.
- Advisor licenses include daily live training webinars.
- Support is included with all products.
What to know first
- There is no free plan.
- Pricing requires contacting eMoney for an estimate.
- Goals-based and cash flow planning availability depends on the plan.
MoneyGuide: what it does well
- Online advisor-client plan collaboration
- Scenario tools model inflation and longevity
- Account linking through MX or Yodlee
- 14-day MyBlocks trial without a credit card
What to know first
- No free plan
- Clients cannot access or move funds through the app
- Listed prices exclude applicable taxes
Alternatives to eMoney Advisor Alternatives to MoneyGuide The whole list