Envestnet | MoneyGuide vs. Equisoft/plan
A side-by-side comparison based on G2 review data.
| Metric | Envestnet | MoneyGuide | Equisoft/plan |
|---|---|---|
| Overall rating | 4.0 | 4.5 |
| Review count | 23 | 12 |
| Ease of use | 8.3 | 9.6 |
| Ease of setup | 8.0 | 0.0 |
| Quality of support | 7.9 | 10.0 |
| Meets requirements | 8.3 | 10.0 |
| NPS | 36.363636 | 66.666667 |
| Small Business | 82.6% | 88.9% |
| Mid-Market | 13.0% | 11.1% |
| Enterprise | 4.3% | 0.0% |
| Total page views | 242 | 16 |
| Total LLM citations | 800 | 21 |
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.
Equisoft/plan
Equisoft/plan is an intuitive and effective financial planning solution providing comprehensive financial portraits.