Asset-Map vs. Envestnet | MoneyGuide
A side-by-side comparison based on G2 review data.
| Metric | Asset-Map | Envestnet | MoneyGuide |
|---|---|---|
| Overall rating | 4.8 | 4.0 |
| Review count | 137 | 23 |
| Ease of use | 9.4 | 8.3 |
| Ease of setup | 9.4 | 8.0 |
| Quality of support | 9.8 | 7.9 |
| Meets requirements | 9.3 | 8.3 |
| NPS | 90.510949 | 36.363636 |
| Small Business | 84.7% | 82.6% |
| Mid-Market | 4.4% | 13.0% |
| Enterprise | 10.9% | 4.3% |
| Total page views | 745 | 242 |
| Total LLM citations | 3,694 | 800 |
Asset-Map
Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial health of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 2.14 million people and $1.6 trillion in financial instruments.
Envestnet | MoneyGuide
Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.