Honest comparison
MoneyGuidePro vs WealthScan
Goals-based planning software for advisors. Here's an honest look at where each platform shines and how to decide.
What MoneyGuidePro is
MoneyGuidePro is a goals-based planning platform from Envestnet, used by advisors to build retirement and goal plans.
Where MoneyGuidePro shines
- Clean goals-based planning UX.
- MyBlocks for modular client engagement.
- Wide broker-dealer adoption.
Best for: Advisors who lead with a goals-based planning conversation.
Where WealthScan is different
- WealthScan's source of truth is the household — pros plug into it, not the other way around.
- Clients can invite their CPA and estate attorney directly.
- Conversational fact-finder replaces multi-page intake.
WealthScan is the coordinated command center for a household and its triad of pros — advisor, CPA, and estate attorney working from a single source of truth. See how it works.
Try WealthScan free
Clients are free, forever. Pros start at a flat per-seat price — no enterprise contract required.