Pricing to fit your budget.

Quality financial planning software that won't break the bank.

$1089/year (one month free)

Financial Professional Dashboard

Client Dashboard

Simplified Client Onboarding

Pre-Retirement Income Projection

Emergency Fund Summary

Simplified Retirement Summary

Financial Independence Number (FIN)

Life Insurance Planning

Debt Elimination Summary

$1,375/year (one month free)

All the features of MoneyEdge Classic, plus:

Comprehensive Client Onboarding

Detailed Cash Flow Analysis

Full Featured Retirement Summary including a year-by-year Retirement Projection Ledger

Detailed Education Planning

Account Aggregation

Custom Branding

Detailed Action Plans

Secure Vault

Simplify your financial planning. Or don't. We think you're going to like it, though.