MoneyGuidePro is Envestnet's goals-based financial planning software for advisors, used by over 40 percent of US financial planners.
MoneyGuidePro is a goals-based financial planning workstation owned by Envestnet, originally built by PIETech and acquired by Envestnet in 2019. Advisors use it to model retirement, college savings, asset allocation, insurance needs, estate planning, social security, and debt management, with a Play Zone interactive feature that lets clients change retirement age, savings, or goals and immediately see the impact.
The platform is the largest financial planning tool in the US by market share, named the leader in financial planning software in the T3 Inside Information Advisor Software Survey for the seventeenth consecutive year as of 2024. Distribution runs through Envestnet's connected platform alongside Tamarac, Yodlee, and the wider Envestnet wealth network; MoneyGuidePro competes directly with eMoney Pro and Morningstar Direct Advisory Suite.
Astraeus
Advisor Operating Platform
astraeuswealth.com
Morningstar
Direct Advisory Suite
morningstar.com
eMoney Advisor
eMoney Pro
emoneyadvisor.com
Orion Advisor Solutions
Orion Advisor Technology
orion.com
| Attribute | MoneyGuidePro | Advisor Operating Platform | Direct Advisory Suite | eMoney Pro | Orion Advisor Technology | |
|---|---|---|---|---|---|---|
| Provider |  | | | | Orion Advisor Solutionsorion.com | |
| Founded | 1999 | 2025 | 1984 | 2000 | 1999 | |
| Sells To | Enterprise | B2B | Individuals, Institutional | Enterprises | Business | |
| Pricing Model | — | B2B Subscription | Subscription | B2B Subscription | Subscription | |
| Ownership | Venture-backed | Venture-backed | Government-owned, Public | — | — |
Provider
Founded 1999
Sells To Enterprise
Pricing Model —
Ownership Venture-backed
Provider
Founded 2025
Sells To B2B
Pricing Model B2B Subscription
Ownership Venture-backed
Provider
Founded 1984
Sells To Individuals, Institutional
Pricing Model Subscription
Ownership Government-owned, Public
Provider
Founded 2000
Sells To Enterprises
Pricing Model B2B Subscription
Ownership —
Provider Orion Advisor Solutionsorion.com
Founded 1999
Sells To Business
Pricing Model Subscription
Ownership —
Financial planning service for startup founders and employees with equity compensation.
Origin's consumer app provides AI budgeting, guidance, and financial health tracking.
ET Money Investing App offers mutual funds, stocks, NPS, and goal-based investing.
Finn is an AI wealth manager app that monitors linked accounts and proposes approved money moves for individual investors.
Kwanti Portfolio Analytics gives independent advisers prospect diagnostics, risk profiling with IPS generation, branded proposals, and PDF statement extraction.
Intelligent CRM platform purpose-built for wealth management firms and registered investment advisors.
Morningstar Direct is an institutional research platform for asset and wealth managers covering portfolio analytics, market data, and product creation.
Financial planning service for startup founders and employees with equity compensation.
Origin's consumer app provides AI budgeting, guidance, and financial health tracking.
ET Money Investing App offers mutual funds, stocks, NPS, and goal-based investing.
Digital wealth platform for institutions and advisors.
Finn is an AI wealth manager app that monitors linked accounts and proposes approved money moves for individual investors.
Kwanti Portfolio Analytics gives independent advisers prospect diagnostics, risk profiling with IPS generation, branded proposals, and PDF statement extraction.
Intelligent CRM platform purpose-built for wealth management firms and registered investment advisors.
Aladdin is a technology platform that unifies investment management through portfolio analytics and risk management.
Morningstar Direct is an institutional research platform for asset and wealth managers covering portfolio analytics, market data, and product creation.