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MoneyGuide pricing
14 plans on the record · a free trial
Every plan
MyBlocks Individual
per advisor; annual subscription paid monthly
Self-registration · 20+ blocks · Yodlee FinApps · MoneyGuide integration · first 100 registrants included, then $10 per lead
Read 15 Oct 2026 · moneyguidepro.com
Client Portal with Yodlee
per user; annual add-on
Client account linking · personal financial-management tools
Read 15 Oct 2026 · moneyguidepro.com
Client Portal with MX
per user; annual add-on
Account aggregation · living-plan data updates
Read 15 Oct 2026 · moneyguidepro.com
Dash
per user; annual add-on
Prospecting tool · website embedding · pre-filled values · account aggregation · data flows into MoneyGuide
Read 15 Oct 2026 · moneyguidepro.com
MyBlocks
per user; annual add-on
Interactive modular planning · 20+ blocks · client-led planning · Yodlee FinApps · MoneyGuide data integration
Read 15 Oct 2026 · moneyguidepro.com
Morningstar Risk Profiler
per user; annual add-on
Psychometric risk-tolerance assessment
Read 15 Oct 2026 · moneyguidepro.com
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
Read 15 Oct 2026 · moneyguidepro.com
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
Read 15 Oct 2026 · moneyguidepro.com
Platform
per advisor; annual subscription
MoneyGuide · Wealth Studios · Dash · MyBlocks
Read 15 Oct 2026 · moneyguidepro.com
Yodlee Client Portal add-on
Annually; per user
Client account linking through the Client Portal
Read 3 Oct 2026 · moneyguidepro
MX add-on
Annually; per user
MX account aggregation integration
Read 3 Oct 2026 · moneyguidepro
Dash add-on
Annually; per user
Personalized planning journey for clients and prospects
Read 3 Oct 2026 · moneyguidepro
MyBlocks add-on
Annually; per user
Interactive modular financial planning tool
Read 3 Oct 2026 · moneyguidepro
Morningstar Risk Profiler add-on
Annually; per user
Risk tolerance assessment
Read 3 Oct 2026 · moneyguidepro