MoneyGuide vs RazorPlan

MoneyGuide

7.1 #9 in Financial Planning Software

About MoneyGuide

RazorPlan

5.0 #26 in Financial Advisor Software

About RazorPlan
MoneyGuideRazorPlan
Free planNoNo
Free trialYesNo
Paid from$33.33/mo—
Open sourceNoNo
PlatformsiOS, macOS, Web, WindowsWeb
Client portalYes—
Free plan—No
Financial planning—Yes

Both are listed in Best Financial Advisor Software. On Samsung Mobile US Press, MoneyGuide scores higher on our published basis.