AdvisorStream vs. MoneyGuide Comparison Chart

Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client.

Don’t settle when it comes to managing your clients’ IT infrastructure. Exceed their expectations with ConnectWise RMM, our MSP RMM software that provides proactive tools and NOC services—regardless of device environment. With the number of new vulnerabilities rising each year, smart patching procedures have never been more important. We automatically test and deploy patches when they are viable and restrict patches that are harmful. Get better protection for clients while you spend less time managing endpoints and more time growing your business. It’s tough to locate, afford, and retain quality talent. In fact, 81% of IT leaders say it’s hard to find the recruits they need. Add ConnectWise RMM, NOC services and get the expertise and problem resolution you need to become the advisor your clients demand—without adding headcount.

Semrush One is an all-in-one digital marketing platform designed to help brands win visibility across search engines, AI platforms, and emerging discovery channels. It unites traditional SEO tools with advanced AI search and GEO capabilities to measure and grow brand presence everywhere users search. The platform supports optimization across Google, ChatGPT, Perplexity, Gemini, and more from a single interface. Semrush One offers toolkits for SEO, content marketing, traffic analysis, local search, advertising, social media, AI visibility, and digital PR. Powered by one of the world’s largest AI-driven marketing databases, it delivers deep insights competitors can’t easily replicate. Enterprises and marketers use Semrush One to forecast traffic, revenue, and ROI with confidence. Trusted by millions of professionals and global brands, Semrush One acts as a central growth engine for digital visibility.

Monarch Money is a modern personal finance app that simplifies managing your money by connecting all your accounts into one clear dashboard. It helps users track spending, create flexible budgets, plan financial goals, and monitor net worth effortlessly. The platform allows collaboration with partners or financial advisors at no extra cost, making joint money management easy and transparent. Monarch automatically categorizes transactions and detects recurring subscriptions to help control spending. It offers customizable charts and reports to visualize financial trends and progress toward goals. Available on web, iOS, and Android, Monarch keeps your finances synced and accessible anytime, anywhere.

We focus on creating and distributing content at scale, making it easier for companies to reach a broader audience without needing extensive internal resources or expertise in content creation and repurposing. This helps small to medium-sized businesses compete and scale without the over reliance on acquisition via paid channels. Get more targeted buyer traffic from the biggest and best traffic source in the world. Improves brand presence online and increases conversions across all traffic sources.

Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works!

Rated #1 Cloud ERP by Forbes Advisor for three consecutive years, Premier Construction Software is the ultimate all-in-one solution for construction accounting and project management. With consistent 5-star reviews and 30+ years of industry expertise, Premier empowers General Contractors, Developers, Homebuilders, and Specialty Contractors to streamline operations, maximize profits, and gain real-time financial visibility. Features That Transform: - Cloud ERP tailored specifically for the construction industry. - Advanced construction accounting software with precise job costing and forecasting. - Real-time collaboration tools and predictive intelligence (AI). - Seamless workflows for billing, payroll, safety, and field management. - Unlimited entities, intuitive dashboards, and all-inclusive pricing.

The world’s most dependable archiving software for records compliance and risk management for public entities. CivicPlus Social Media Archiving connects directly to your social networks to capture and preserve all the content your organization posts and engages with, in-context and in near-real-time. And it all lives in one easy-to-use, secure archive, so you can easily manage your online communications and help your organization stay compliant with public records laws, regulations, and recordkeeping initiatives. Social media archiving software ensures your organization’s communications are saved so you can easily respond to records requests, and remain compliant with public records laws. Capture and preserve all content you post and engage with, including deleted, edited, and hidden posts and comments. Replay records in their original context and ensure their authenticity with digital signatures and more.

Dependable cloud based email hosting with spam filtering, antivirus protection, generous storage and webmail. Compatible with Outlook and all other POP3/IMAP clients. High volume SMTP service for responsible senders. Outbound relay service for transactional messages, email marketing campaigns, newsletters and other applications. Dedicated email servers, clustering and multiple IP load balancing for high volume senders. Fixed monthly cost with unlimited sending and reputation monitoring. Greatmail is an email service provider (ESP) specializing in business class email hosting, SMTP hosting and email servers. For ISPs, application programmers and cloud developers, we also provide custom solutions including dedicated IP servers and process specific, load balanced configurations with multiple servers.

iPaper is a digital catalog platform that lets you convert your printed leaflets and catalogs into fully interactive digital shopping experiences. Capture shoppers' attention with product images and videos. Drive traffic and sales with in-catalog shopping over email, WhatsApp or directly integrated with your ecommerce webshop. The iPaper platform is built to fit your business and we offer advanced features to fully automate your setup. Getting started with iPaper is much more than just creating a catalog that looks good. It is built to help retailers create an automated interactive marketing channel that will drive traffic and inspire shoppers to buy.