Envestnet | MoneyGuide vs. Koyfin
A side-by-side comparison based on G2 review data.
| Metric | Envestnet | MoneyGuide | Koyfin |
|---|---|---|
| Overall rating | 4.0 | 4.8 |
| Review count | 23 | 134 |
| Ease of use | 8.3 | 9.2 |
| Ease of setup | 8.0 | 9.4 |
| Quality of support | 7.9 | 9.3 |
| Meets requirements | 8.3 | 9.0 |
| NPS | 36.363636 | 90.298507 |
| Small Business | 82.6% | 85.7% |
| Mid-Market | 13.0% | 9.5% |
| Enterprise | 4.3% | 4.8% |
| Total page views | 242 | 1,749 |
| Total LLM citations | 800 | 65,239 |
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.
Koyfin
Koyfin is a modern and cost-effective financial analytics platform used by over 50,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: ▪️ Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations.
- Ease of Use
- User Interface
- Features
- Ease of Access
- Customization
- Setup Ease