Pricing to fit your budget.

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

Try MoneyEdge
$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

Start Your Free Trial Now
$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

Start Your Free Trial Now

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