Envestnet | MoneyGuide vs. FactSet Workstation
A side-by-side comparison based on G2 review data.
| Metric | Envestnet | MoneyGuide | FactSet Workstation |
|---|---|---|
| Overall rating | 4.0 | 4.2 |
| Review count | 23 | 72 |
| Ease of use | 8.3 | 8.3 |
| Ease of setup | 8.0 | 8.1 |
| Quality of support | 7.9 | 8.5 |
| Meets requirements | 8.3 | 8.9 |
| NPS | 36.363636 | 45.833333 |
| Small Business | 82.6% | 45.8% |
| Mid-Market | 13.0% | 26.4% |
| Enterprise | 4.3% | 27.8% |
| Total page views | 242 | 1,086 |
| Total LLM citations | 800 | 18,328 |
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 Workstation
The FactSet Workstation is a dynamic platform designed to empower financial professionals with seamless data access, advanced analytics, and intuitive technology. Integrating over 800 data sources across asset classes and markets, it consolidates crucial insights and elevates decision-making. Equipped with AI-powered tools, including smart search and chat features, the workstation simplifies complex workflows, enabling users to uncover insights quickly and improve collaboration.
- User Experience
- Ease of Use
- Customization
- Features
- Insights Delivery
- Tools