G2 Vendor Directory

Envestnet | MoneyGuide vs. RiskExec

A side-by-side comparison based on G2 review data.

MetricEnvestnet | MoneyGuide

by Envestnet

RiskExec

by RiskExec

Overall rating4.04.8
Review count2323
Ease of use8.39.4
Ease of setup8.09.5
Quality of support7.99.8
Meets requirements8.39.7
NPS36.36363691.304348
Small Business82.6%4.3%
Mid-Market13.0%69.6%
Enterprise4.3%26.1%
Total page views242329
Total LLM citations80033

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.

Pros

    RiskExec

    RiskExec is a leading SaaS-based compliance analytics and reporting platform that helps banks, mortgage lenders, credit unions, and non-traditional lenders more easily comply with demanding regulatory requirements, including HMDA, CRA, and SBL/1071. RiskExec’s browser-based software automatically incorporates new regulatory, geographic, and peer institution data in real-time to help lenders stay up to date on evolving requirements.

    Pros