Envestnet | MoneyGuide vs. Irwin
A side-by-side comparison based on G2 review data.
| Metric | Envestnet | MoneyGuide | Irwin |
|---|---|---|
| Overall rating | 4.0 | 4.5 |
| Review count | 23 | 57 |
| Ease of use | 8.3 | 9.0 |
| Ease of setup | 8.0 | 9.2 |
| Quality of support | 7.9 | 9.6 |
| Meets requirements | 8.3 | 9.0 |
| NPS | 36.363636 | 75.438596 |
| Small Business | 82.6% | 75.4% |
| Mid-Market | 13.0% | 17.5% |
| Enterprise | 4.3% | 7.0% |
| Total page views | 242 | 181 |
| Total LLM citations | 800 | 954 |
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.
Irwin
Irwin is an investor relations and capital markets solution for innovative public companies and their advisors built by a team of passionate entrepreneurs who know the challenges and opportunities that companies face when building relationships with the investment community. We empower thousands of IROs worldwide to manage and enhance their relationships with world-class technology, industry-leading data, award-winning support, and inspiring content.
- Customization