Envestnet | MoneyGuide vs. FactSet Portfolio Analytics
A side-by-side comparison based on G2 review data.
| Metric | Envestnet | MoneyGuide | FactSet Portfolio Analytics |
|---|---|---|
| Overall rating | 4.0 | 4.5 |
| Review count | 23 | 10 |
| Ease of use | 8.3 | 8.1 |
| Ease of setup | 8.0 | 8.2 |
| Quality of support | 7.9 | 9.1 |
| Meets requirements | 8.3 | 9.3 |
| NPS | 36.363636 | 60 |
| Small Business | 82.6% | 30.0% |
| Mid-Market | 13.0% | 50.0% |
| Enterprise | 4.3% | 20.0% |
| Total page views | 242 | 113 |
| Total LLM citations | 800 | 4,214 |
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.
FactSet Portfolio Analytics
FactSet's integrated multi-asset class portfolio analytics and official performance solutions let you spend more time finding answers and less time managing data. With sophisticated next generation portfolio analytics, performance, and attribution, you get an unparalleled combination of portfolio equity and fixed income analytics, data concordance management, workflow capabilities, and data distribution for internal and external clients.